DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,510,417 shares; 2025Q1: 4,959,583 shares; 2025Q2: 5,344,939 shares; 2025Q3: 6,261,866 shares; 2025Q4: 6,470,093 shares; 2026Q1: 6,268,470 shares 6,268,470 $365M 6.65% -201,623 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,803,939 shares; 2025Q2: 3,069,729 shares; 2025Q3: 3,844,734 shares; 2025Q4: 4,199,747 shares; 2026Q1: 4,765,340 shares 4,765,340 $342M 6.23% +565,593 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,304,068 shares; 2025Q1: 6,194,027 shares; 2025Q2: 6,228,360 shares; 2025Q3: 7,176,954 shares; 2025Q4: 7,168,069 shares; 2026Q1: 5,642,044 shares 5,642,044 $283M 5.15% -1,526,025 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 653,408 shares; 2025Q1: 1,584,082 shares; 2025Q2: 1,547,982 shares; 2025Q3: 1,530,698 shares; 2025Q4: 1,509,542 shares; 2026Q1: 468,814 shares 468,814 $280M 5.11% -1,040,728 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,670,219 shares; 2026Q1: 7,445,617 shares 7,445,617 $245M 4.47% +2,775,398 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 322,204 shares; 2025Q1: 331,723 shares; 2025Q2: 360,425 shares; 2025Q3: 375,360 shares; 2025Q4: 352,191 shares; 2026Q1: 347,015 shares 347,015 $227M 4.13% -5,176 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,905,886 shares; 2025Q1: 2,161,893 shares; 2025Q2: 2,244,387 shares; 2025Q3: 2,659,509 shares; 2025Q4: 2,352,369 shares; 2026Q1: 2,107,222 shares 2,107,222 $206M 3.76% -245,147 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,573,599 shares; 2025Q1: 2,391,352 shares; 2025Q2: 2,367,183 shares; 2025Q3: 2,554,199 shares; 2025Q4: 2,866,189 shares; 2026Q1: 2,862,506 shares 2,862,506 $149M 2.71% -3,683 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,024,502 shares; 2025Q1: 3,303,756 shares; 2025Q2: 3,504,909 shares; 2025Q3: 4,267,381 shares; 2025Q4: 4,317,077 shares; 2026Q1: 1,936,319 shares 1,936,319 $138M 2.51% -2,380,758 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,201,244 shares; 2025Q1: 1,012,862 shares; 2025Q2: 1,065,950 shares; 2025Q3: 1,371,472 shares; 2025Q4: 961,964 shares; 2026Q1: 1,646,319 shares 1,646,319 $122M 2.23% +684,355 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,809,902 shares; 2025Q1: 9,556,568 shares; 2025Q2: 9,733,745 shares; 2025Q3: 9,869,968 shares; 2025Q4: 10,181,189 shares; 2026Q1: 2,671,846 shares 2,671,846 $122M 2.22% -7,509,343 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,752,293 shares; 2025Q1: 1,411,891 shares; 2025Q2: 1,453,725 shares; 2025Q3: 1,489,967 shares; 2025Q4: 1,394,669 shares; 2026Q1: 1,308,185 shares 1,308,185 $118M 2.16% -86,484 Timeline EMOP AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,702,590 shares 2,702,590 $118M 2.16% new Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,352,265 shares; 2026Q1: 1,960,645 shares 1,960,645 $98.4M 1.79% -391,620 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,522,515 shares; 2025Q1: 24,537,007 shares; 2025Q2: 24,538,059 shares; 2025Q3: 24,425,094 shares; 2025Q4: 24,483,419 shares; 2026Q1: 929,676 shares 929,676 $92.3M 1.68% -23,553,743 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,086,279 shares; 2025Q2: 1,165,969 shares; 2025Q3: 1,481,410 shares; 2025Q4: 1,632,821 shares; 2026Q1: 1,109,538 shares 1,109,538 $84M 1.53% -523,283 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 402,035 shares; 2025Q1: 991,325 shares; 2025Q2: 1,110,959 shares; 2025Q3: 1,153,666 shares; 2025Q4: 1,191,033 shares; 2026Q1: 1,382,441 shares 1,382,441 $83.5M 1.52% +191,408 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 576,423 shares; 2026Q1: 896,103 shares 896,103 $74.2M 1.35% +319,680 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 537,319 shares; 2025Q2: 585,625 shares; 2025Q3: 612,456 shares; 2025Q4: 657,113 shares; 2026Q1: 1,287,643 shares 1,287,643 $71.1M 1.3% +630,530 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900,649 shares 900,649 $63.1M 1.15% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,438 shares; 2025Q1: 112,203 shares; 2025Q2: 105,240 shares; 2025Q3: 104,026 shares; 2025Q4: 102,243 shares; 2026Q1: 106,688 shares 106,688 $61.6M 1.12% +4,445 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 163,081 shares; 2025Q1: 198,810 shares; 2025Q2: 201,102 shares; 2025Q3: 219,939 shares; 2025Q4: 233,226 shares; 2026Q1: 237,510 shares 237,510 $60.3M 1.1% +4,284 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 242,067 shares; 2025Q2: 482,864 shares; 2025Q3: 510,439 shares; 2025Q4: 468,630 shares; 2026Q1: 487,319 shares 487,319 $57.8M 1.05% +18,689 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,372 shares; 2025Q1: 14,524 shares; 2025Q2: 22,942 shares; 2025Q3: 55,424 shares; 2025Q4: 24,414 shares; 2026Q1: 2,514,722 shares 2,514,722 $57.6M 1.05% +2,490,308 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,444,766 shares; 2025Q2: 1,559,749 shares; 2025Q3: 1,644,946 shares; 2025Q4: 950,587 shares; 2026Q1: 1,814,543 shares 1,814,543 $56.7M 1.03% +863,956 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 216,169 shares; 2025Q1: 256,250 shares; 2025Q2: 283,322 shares; 2025Q3: 293,034 shares; 2025Q4: 306,950 shares; 2026Q1: 308,369 shares 308,369 $53.8M 0.98% +1,419 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210,686 shares; 2025Q1: 198,462 shares; 2025Q2: 357,901 shares; 2025Q3: 394,347 shares; 2025Q4: 406,161 shares; 2026Q1: 522,773 shares 522,773 $52.7M 0.96% +116,612 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,182,559 shares; 2026Q1: 1,871,246 shares 1,871,246 $44.7M 0.82% +688,687 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,762 shares; 2025Q1: 95,040 shares; 2025Q2: 109,705 shares; 2025Q3: 114,637 shares; 2025Q4: 116,462 shares; 2026Q1: 119,355 shares 119,355 $44.2M 0.81% +2,893 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 207,610 shares; 2025Q1: 560,530 shares; 2025Q2: 589,730 shares; 2025Q3: 615,365 shares; 2025Q4: 579,405 shares; 2026Q1: 395,791 shares 395,791 $34.9M 0.64% -183,614 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 694,732 shares; 2025Q1: 1,774,500 shares; 2025Q2: 1,835,948 shares; 2025Q3: 2,201,665 shares; 2025Q4: 2,412,584 shares; 2026Q1: 486,116 shares 486,116 $33.9M 0.62% -1,926,468 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 139,683 shares; 2025Q1: 193,434 shares; 2025Q2: 264,742 shares; 2025Q3: 283,078 shares; 2025Q4: 309,896 shares; 2026Q1: 288,548 shares 288,548 $32.6M 0.59% -21,348 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,887 shares; 2026Q1: 146,539 shares 146,539 $32.1M 0.58% +44,652 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158,404 shares; 2025Q1: 176,427 shares; 2025Q2: 188,149 shares; 2025Q3: 194,659 shares; 2025Q4: 203,000 shares; 2026Q1: 138,909 shares 138,909 $28.9M 0.53% -64,091 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,449 shares; 2025Q1: 73,095 shares; 2025Q2: 85,291 shares; 2025Q3: 86,195 shares; 2025Q4: 86,418 shares; 2026Q1: 89,454 shares 89,454 $27.7M 0.5% +3,036 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 728,729 shares; 2025Q1: 475,403 shares; 2025Q2: 416,468 shares; 2025Q3: 404,926 shares; 2025Q4: 382,443 shares; 2026Q1: 365,596 shares 365,596 $24.7M 0.45% -16,847 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,169 shares; 2025Q1: 64,133 shares; 2025Q2: 72,940 shares; 2025Q3: 78,290 shares; 2025Q4: 80,213 shares; 2026Q1: 80,865 shares 80,865 $23.3M 0.42% +652 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 159,602 shares; 2025Q1: 184,426 shares; 2025Q2: 207,081 shares; 2025Q3: 214,595 shares; 2025Q4: 244,854 shares; 2026Q1: 213,882 shares 213,882 $22.7M 0.41% -30,972 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 361,850 shares; 2025Q1: 333,897 shares; 2025Q2: 313,896 shares; 2025Q3: 283,353 shares; 2025Q4: 261,676 shares; 2026Q1: 243,173 shares 243,173 $22.6M 0.41% -18,503 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 121,434 shares; 2025Q1: 125,094 shares; 2025Q2: 128,189 shares; 2025Q3: 138,177 shares; 2025Q4: 171,253 shares; 2026Q1: 179,240 shares 179,240 $22.3M 0.41% +7,987 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,943 shares; 2025Q1: 66,911 shares; 2025Q2: 73,899 shares; 2025Q3: 75,751 shares; 2025Q4: 76,525 shares; 2026Q1: 74,097 shares 74,097 $21.8M 0.4% -2,428 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 863,953 shares; 2025Q1: 346,642 shares; 2025Q2: 275,544 shares; 2025Q3: 264,157 shares; 2025Q4: 243,860 shares; 2026Q1: 423,749 shares 423,749 $21.1M 0.39% +179,889 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,288 shares; 2025Q1: 101,036 shares; 2025Q2: 99,804 shares; 2025Q3: 99,186 shares; 2025Q4: 99,887 shares; 2026Q1: 140,440 shares 140,440 $20M 0.36% +40,553 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 565,671 shares; 2025Q1: 556,840 shares; 2025Q2: 522,502 shares; 2025Q3: 737,156 shares; 2025Q4: 702,258 shares; 2026Q1: 103,774 shares 103,774 $18.8M 0.34% -598,484 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368,452 shares; 2025Q3: 537,891 shares; 2025Q4: 548,417 shares; 2026Q1: 344,461 shares 344,461 $18.5M 0.34% -203,956 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,132 shares; 2025Q1: 29,244 shares; 2025Q2: 32,172 shares; 2025Q3: 36,381 shares; 2025Q4: 35,183 shares; 2026Q1: 30,605 shares 30,605 $17.5M 0.32% -4,578 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112,564 shares; 2025Q1: 78,467 shares; 2025Q2: 68,263 shares; 2025Q3: 66,454 shares; 2025Q4: 63,415 shares; 2026Q1: 60,276 shares 60,276 $17.3M 0.32% -3,139 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,342 shares; 2025Q1: 43,632 shares; 2025Q2: 42,106 shares; 2025Q3: 42,002 shares; 2025Q4: 40,346 shares; 2026Q1: 40,245 shares 40,245 $17.2M 0.31% -101 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,898 shares; 2025Q1: 39,542 shares; 2025Q2: 47,663 shares; 2025Q3: 51,638 shares; 2025Q4: 53,928 shares; 2026Q1: 56,841 shares 56,841 $16.3M 0.3% +2,913 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 246,734 shares; 2025Q1: 77,903 shares; 2025Q2: 71,592 shares; 2025Q3: 71,281 shares; 2025Q4: 68,817 shares; 2026Q1: 66,172 shares 66,172 $15.9M 0.29% -2,645 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 326,853 shares; 2025Q1: 196,019 shares; 2025Q2: 157,309 shares; 2025Q3: 148,070 shares; 2025Q4: 137,213 shares; 2026Q1: 121,225 shares 121,225 $15.1M 0.27% -15,988 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,600 shares; 2025Q1: 26,586 shares; 2025Q2: 33,725 shares; 2025Q3: 35,285 shares; 2025Q4: 38,663 shares; 2026Q1: 37,754 shares 37,754 $14M 0.26% -909 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 351,020 shares; 2025Q1: 367,208 shares; 2025Q2: 393,038 shares; 2025Q3: 564,406 shares; 2025Q4: 225,748 shares; 2026Q1: 72,150 shares 72,150 $13.8M 0.25% -153,598 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,253 shares; 2025Q1: 237,986 shares; 2025Q2: 571,694 shares; 2025Q3: 558,429 shares; 2025Q4: 472,897 shares; 2026Q1: 266,548 shares 266,548 $13.4M 0.25% -206,349 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,402 shares; 2025Q1: 24,841 shares; 2025Q2: 25,774 shares; 2025Q3: 25,684 shares; 2025Q4: 27,664 shares; 2026Q1: 27,382 shares 27,382 $13.1M 0.24% -282 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,539 shares; 2025Q1: 20,495 shares; 2025Q2: 21,140 shares; 2025Q3: 21,264 shares; 2025Q4: 19,761 shares; 2026Q1: 18,250 shares 18,250 $12.9M 0.24% -1,511 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,434 shares; 2025Q1: 35,521 shares; 2025Q2: 38,594 shares; 2025Q3: 41,208 shares; 2025Q4: 40,015 shares; 2026Q1: 38,860 shares 38,860 $12.8M 0.23% -1,155 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,278 shares; 2025Q1: 215,857 shares; 2025Q2: 27,345 shares; 2025Q3: 277,520 shares; 2025Q4: 273,055 shares; 2026Q1: 39,426 shares 39,426 $12.5M 0.23% -233,629 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,283 shares; 2025Q1: 10,367 shares; 2025Q2: 25,462 shares; 2025Q3: 25,781 shares; 2025Q4: 221,338 shares; 2026Q1: 247,726 shares 247,726 $12.4M 0.23% +26,388 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,091 shares; 2025Q1: 124,731 shares; 2025Q2: 113,983 shares; 2025Q3: 112,855 shares; 2025Q4: 111,265 shares; 2026Q1: 103,231 shares 103,231 $12.2M 0.22% -8,034 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,277 shares; 2025Q1: 58,710 shares; 2025Q2: 57,413 shares; 2025Q3: 57,294 shares; 2025Q4: 56,051 shares; 2026Q1: 55,972 shares 55,972 $12M 0.22% -79 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,590 shares; 2025Q1: 36,623 shares; 2025Q2: 39,364 shares; 2025Q3: 39,556 shares; 2025Q4: 39,874 shares; 2026Q1: 38,576 shares 38,576 $11.7M 0.21% -1,298 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,620 shares; 2025Q1: 32,159 shares; 2025Q2: 35,526 shares; 2025Q3: 42,562 shares; 2025Q4: 45,222 shares; 2026Q1: 47,666 shares 47,666 $11.7M 0.21% +2,444 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,707 shares; 2025Q1: 133,938 shares; 2025Q2: 137,470 shares; 2025Q3: 128,900 shares; 2025Q4: 132,600 shares; 2026Q1: 252,171 shares 252,171 $11.6M 0.21% +119,571 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,880 shares; 2025Q1: 56,348 shares; 2025Q2: 59,830 shares; 2025Q3: 59,583 shares; 2025Q4: 66,093 shares; 2026Q1: 68,101 shares 68,101 $11.6M 0.21% +2,008 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,167 shares; 2025Q1: 120,045 shares; 2025Q2: 138,065 shares; 2025Q3: 138,638 shares; 2025Q4: 137,043 shares; 2026Q1: 132,338 shares 132,338 $11.1M 0.2% -4,705 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,947 shares; 2025Q4: not reported; 2026Q1: 229,940 shares 229,940 $10.8M 0.2% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 217,275 shares; 2025Q1: 171,507 shares; 2025Q2: 185,471 shares; 2025Q3: 192,263 shares; 2025Q4: 211,986 shares; 2026Q1: 280,091 shares 280,091 $10.8M 0.2% +68,105 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,597 shares; 2025Q1: 38,831 shares; 2025Q2: 34,592 shares; 2025Q3: 41,594 shares; 2025Q4: 42,331 shares; 2026Q1: 48,929 shares 48,929 $10.1M 0.18% +6,598 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 153,101 shares; 2025Q1: 128,918 shares; 2025Q2: 132,462 shares; 2025Q3: 130,928 shares; 2025Q4: 131,418 shares; 2026Q1: 140,859 shares 140,859 $9.89M 0.18% +9,441 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,211 shares; 2025Q2: 346,276 shares; 2025Q3: 334,802 shares; 2025Q4: 343,585 shares; 2026Q1: 390,975 shares 390,975 $9.84M 0.18% +47,390 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,551 shares; 2025Q1: 37,183 shares; 2025Q2: not reported; 2025Q3: 47,284 shares; 2025Q4: 50,100 shares; 2026Q1: 50,186 shares 50,186 $9.68M 0.18% +86 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,285 shares; 2025Q1: 395,874 shares; 2025Q2: 524,379 shares; 2025Q3: 516,646 shares; 2025Q4: 505,577 shares; 2026Q1: 526,903 shares 526,903 $9.64M 0.18% +21,326 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,800 shares; 2025Q1: 9,389 shares; 2025Q2: 8,767 shares; 2025Q3: 8,085 shares; 2025Q4: 9,853 shares; 2026Q1: 10,324 shares 10,324 $9.5M 0.17% +471 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 566,606 shares; 2025Q1: 572,442 shares; 2025Q2: 326,396 shares; 2025Q3: 347,384 shares; 2025Q4: 298,005 shares; 2026Q1: 181,843 shares 181,843 $9.49M 0.17% -116,162 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,642 shares; 2025Q1: 80,329 shares; 2025Q2: 93,437 shares; 2025Q3: 89,319 shares; 2025Q4: 89,322 shares; 2026Q1: 100,384 shares 100,384 $9.26M 0.17% +11,062 Timeline PAB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 213,246 shares 213,246 $9.03M 0.16% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,536 shares; 2025Q1: 8,810 shares; 2025Q2: 9,457 shares; 2025Q3: 9,914 shares; 2025Q4: 10,090 shares; 2026Q1: 10,442 shares 10,442 $8.83M 0.16% +352 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,996 shares; 2025Q1: 48,666 shares; 2025Q2: 52,215 shares; 2025Q3: 54,437 shares; 2025Q4: 53,698 shares; 2026Q1: 55,240 shares 55,240 $8.82M 0.16% +1,542 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 178,348 shares; 2025Q1: 186,323 shares; 2025Q2: 219,226 shares; 2025Q3: 255,583 shares; 2025Q4: 282,291 shares; 2026Q1: 194,762 shares 194,762 $8.74M 0.16% -87,529 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,367 shares; 2025Q1: 56,110 shares; 2025Q2: 58,318 shares; 2025Q3: 57,124 shares; 2025Q4: 53,015 shares; 2026Q1: 52,686 shares 52,686 $8.71M 0.16% -329 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,260 shares; 2025Q3: 126,306 shares; 2025Q4: 123,576 shares; 2026Q1: 284,473 shares 284,473 $8.68M 0.16% +160,897 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105,835 shares; 2025Q1: 134,163 shares; 2025Q2: 577,712 shares; 2025Q3: 609,684 shares; 2025Q4: 638,044 shares; 2026Q1: 215,577 shares 215,577 $8.66M 0.16% -422,467 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,726 shares; 2025Q1: 105,388 shares; 2025Q2: 125,165 shares; 2025Q3: 121,989 shares; 2025Q4: 119,824 shares; 2026Q1: 134,323 shares 134,323 $8.61M 0.16% +14,499 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,141 shares; 2025Q1: 7,088 shares; 2025Q2: 7,672 shares; 2025Q3: 7,331 shares; 2025Q4: 7,219 shares; 2026Q1: 8,347 shares 8,347 $8.32M 0.15% +1,128 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 114,995 shares; 2025Q2: 119,494 shares; 2025Q3: 118,389 shares; 2025Q4: 119,490 shares; 2026Q1: 114,532 shares 114,532 $8.32M 0.15% -4,958 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,616 shares; 2025Q1: 23,754 shares; 2025Q2: 33,859 shares; 2025Q3: 38,051 shares; 2025Q4: 38,561 shares; 2026Q1: 37,866 shares 37,866 $8.24M 0.15% -695 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,963 shares; 2025Q1: 43,709 shares; 2025Q2: 32,751 shares; 2025Q3: 46,529 shares; 2025Q4: 66,475 shares; 2026Q1: 66,315 shares 66,315 $7.98M 0.15% -160 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,014 shares; 2025Q1: 17,226 shares; 2025Q2: 19,435 shares; 2025Q3: 21,823 shares; 2025Q4: 23,625 shares; 2026Q1: 24,465 shares 24,465 $7.6M 0.14% +840 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,599 shares; 2025Q1: 11,624 shares; 2025Q2: 18,664 shares; 2025Q3: 19,767 shares; 2025Q4: 20,771 shares; 2026Q1: 22,287 shares 22,287 $7.53M 0.14% +1,516 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,366 shares; 2025Q1: 24,418 shares; 2025Q2: 25,415 shares; 2025Q3: 27,558 shares; 2025Q4: 28,967 shares; 2026Q1: 24,981 shares 24,981 $7.38M 0.13% -3,986 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276,358 shares; 2025Q3: 293,629 shares; 2025Q4: 306,579 shares; 2026Q1: 144,344 shares 144,344 $7.28M 0.13% -162,235 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,771 shares; 2025Q1: 25,762 shares; 2025Q2: 29,312 shares; 2025Q3: 27,872 shares; 2025Q4: 30,089 shares; 2026Q1: 29,748 shares 29,748 $7.21M 0.13% -341 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 711,460 shares; 2025Q1: 426,911 shares; 2025Q2: 445,172 shares; 2025Q3: 670,773 shares; 2025Q4: 262,188 shares; 2026Q1: 63,393 shares 63,393 $7.06M 0.13% -198,795 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,433 shares; 2025Q1: 19,052 shares; 2025Q2: 19,603 shares; 2025Q3: 19,863 shares; 2025Q4: 19,534 shares; 2026Q1: 19,418 shares 19,418 $6.95M 0.13% -116 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,360 shares; 2025Q1: 16,265 shares; 2025Q2: 18,171 shares; 2025Q3: 20,611 shares; 2025Q4: 22,356 shares; 2026Q1: 22,521 shares 22,521 $6.81M 0.12% +165 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,451 shares; 2025Q1: 20,885 shares; 2025Q2: 21,666 shares; 2025Q3: 22,692 shares; 2025Q4: 31,245 shares; 2026Q1: 27,293 shares 27,293 $6.66M 0.12% -3,952 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 291,963 shares; 2025Q1: 362,931 shares; 2025Q2: 78,726 shares; 2025Q3: 77,735 shares; 2025Q4: 81,301 shares; 2026Q1: 76,020 shares 76,020 $6.59M 0.12% -5,281 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,628 shares; 2025Q1: 58,941 shares; 2025Q2: 59,306 shares; 2025Q3: 59,008 shares; 2025Q4: 57,762 shares; 2026Q1: 20,173 shares 20,173 $6.47M 0.12% -37,589 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,892 shares; 2026Q1: 76,009 shares 76,009 $6.42M 0.12% +73,117 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,505 shares; 2025Q1: 12,162 shares; 2025Q2: 13,616 shares; 2025Q3: 14,054 shares; 2025Q4: 15,725 shares; 2026Q1: 18,010 shares 18,010 $6.34M 0.12% +2,285 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,700 shares; 2025Q1: 124,822 shares; 2025Q2: 148,756 shares; 2025Q3: 173,353 shares; 2025Q4: 188,820 shares; 2026Q1: 154,370 shares 154,370 $6.01M 0.11% -34,450 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,054 shares 102,054 $5.85M 0.11% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,673 shares; 2025Q1: 44,606 shares; 2025Q2: 71,671 shares; 2025Q3: 70,645 shares; 2025Q4: 75,966 shares; 2026Q1: 75,132 shares 75,132 $5.71M 0.1% -834 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,117 shares; 2025Q1: 93,749 shares; 2025Q2: 119,313 shares; 2025Q3: 122,131 shares; 2025Q4: 138,824 shares; 2026Q1: 164,065 shares 164,065 $5.65M 0.1% +25,241 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,248 shares; 2025Q1: 76,942 shares; 2025Q2: 107,709 shares; 2025Q3: 108,372 shares; 2025Q4: 116,523 shares; 2026Q1: 111,553 shares 111,553 $5.44M 0.1% -4,970 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,435 shares; 2025Q1: 8,628 shares; 2025Q2: 9,811 shares; 2025Q3: 10,421 shares; 2025Q4: 10,801 shares; 2026Q1: 10,669 shares 10,669 $5.33M 0.1% -132 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,204 shares; 2025Q1: 5,104 shares; 2025Q2: 5,521 shares; 2025Q3: 5,376 shares; 2025Q4: 50,373 shares; 2026Q1: 55,214 shares 55,214 $5.31M 0.1% +4,841 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,392 shares; 2026Q1: 233,694 shares 233,694 $5.14M 0.09% -7,698 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,188 shares; 2025Q1: 21,827 shares; 2025Q2: 23,845 shares; 2025Q3: 24,394 shares; 2025Q4: 25,281 shares; 2026Q1: 25,065 shares 25,065 $5.1M 0.09% -216 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,849 shares; 2025Q1: 9,371 shares; 2025Q2: 10,140 shares; 2025Q3: 10,101 shares; 2025Q4: 10,527 shares; 2026Q1: 10,690 shares 10,690 $5.06M 0.09% +163 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,108 shares; 2025Q1: 73,795 shares; 2025Q2: 76,104 shares; 2025Q3: 75,467 shares; 2025Q4: 73,097 shares; 2026Q1: 76,548 shares 76,548 $5.05M 0.09% +3,451 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,390 shares; 2025Q1: 2,783 shares; 2025Q2: 5,489 shares; 2025Q3: 5,792 shares; 2025Q4: 5,739 shares; 2026Q1: 5,761 shares 5,761 $5.03M 0.09% +22 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,072 shares; 2025Q1: 12,386 shares; 2025Q2: 8,697 shares; 2025Q3: 42,644 shares; 2025Q4: 43,643 shares; 2026Q1: 52,018 shares 52,018 $4.96M 0.09% +8,375 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,150 shares; 2025Q1: 11,506 shares; 2025Q2: 11,141 shares; 2025Q3: 13,450 shares; 2025Q4: 13,993 shares; 2026Q1: 15,424 shares 15,424 $4.91M 0.09% +1,431 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,436 shares; 2025Q1: 54,616 shares; 2025Q2: 56,084 shares; 2025Q3: 57,036 shares; 2025Q4: 50,692 shares; 2026Q1: 50,736 shares 50,736 $4.9M 0.09% +44 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105,556 shares; 2025Q1: 103,146 shares; 2025Q2: 111,717 shares; 2025Q3: 114,798 shares; 2025Q4: 86,084 shares; 2026Q1: 95,013 shares 95,013 $4.77M 0.09% +8,929 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,691 shares; 2025Q1: 8,871 shares; 2025Q2: 8,873 shares; 2025Q3: 11,450 shares; 2025Q4: 12,503 shares; 2026Q1: 14,055 shares 14,055 $4.75M 0.09% +1,552 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,053 shares; 2025Q1: 50,649 shares; 2025Q2: 50,888 shares; 2025Q3: 47,761 shares; 2025Q4: 38,780 shares; 2026Q1: 32,694 shares 32,694 $4.72M 0.09% -6,086 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,465 shares; 2025Q1: 30,534 shares; 2025Q2: 33,557 shares; 2025Q3: 35,054 shares; 2025Q4: 34,749 shares; 2026Q1: 35,594 shares 35,594 $4.66M 0.08% +845 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,626 shares; 2025Q1: 50,270 shares; 2025Q2: 53,528 shares; 2025Q3: 55,647 shares; 2025Q4: 59,085 shares; 2026Q1: 59,815 shares 59,815 $4.64M 0.08% +730 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 144,264 shares; 2025Q1: 143,351 shares; 2025Q2: 143,086 shares; 2025Q3: 142,947 shares; 2025Q4: 143,154 shares; 2026Q1: 6,991 shares 6,991 $4.55M 0.08% -136,163 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,321 shares; 2025Q1: 88,739 shares; 2025Q2: 95,347 shares; 2025Q3: 96,982 shares; 2025Q4: 101,906 shares; 2026Q1: 105,227 shares 105,227 $4.48M 0.08% +3,321 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 182,845 shares; 2025Q3: 192,622 shares; 2025Q4: 203,922 shares; 2026Q1: 51,870 shares 51,870 $4.44M 0.08% -152,052 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,476 shares; 2025Q1: 100,976 shares; 2025Q2: 125,195 shares; 2025Q3: 122,575 shares; 2025Q4: 109,008 shares; 2026Q1: 110,892 shares 110,892 $4.4M 0.08% +1,884 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,752 shares; 2025Q1: 32,647 shares; 2025Q2: 30,821 shares; 2025Q3: 30,387 shares; 2025Q4: 30,018 shares; 2026Q1: 30,056 shares 30,056 $4.39M 0.08% +38 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,730 shares; 2025Q1: 10,576 shares; 2025Q2: 10,252 shares; 2025Q3: 10,712 shares; 2025Q4: 10,611 shares; 2026Q1: 10,036 shares 10,036 $4.36M 0.08% -575 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,649 shares; 2025Q1: 24,054 shares; 2025Q2: 26,928 shares; 2025Q3: 27,068 shares; 2025Q4: 29,241 shares; 2026Q1: 29,767 shares 29,767 $4.35M 0.08% +526 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,990 shares; 2025Q1: 27,608 shares; 2025Q2: 28,267 shares; 2025Q3: 31,659 shares; 2025Q4: 30,300 shares; 2026Q1: 30,637 shares 30,637 $4.33M 0.08% +337 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,182 shares; 2025Q1: 157,040 shares; 2025Q2: 173,768 shares; 2025Q3: 184,045 shares; 2025Q4: 200,838 shares; 2026Q1: 127,880 shares 127,880 $4.27M 0.08% -72,958 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,688 shares; 2025Q1: 12,857 shares; 2025Q2: 13,078 shares; 2025Q3: 13,758 shares; 2025Q4: 14,708 shares; 2026Q1: 15,009 shares 15,009 $4.26M 0.08% +301 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,304 shares; 2025Q1: 32,960 shares; 2025Q2: 37,485 shares; 2025Q3: 38,451 shares; 2025Q4: 42,161 shares; 2026Q1: 45,613 shares 45,613 $4.24M 0.08% +3,452 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,371 shares; 2026Q1: 108,032 shares 108,032 $4.17M 0.08% -11,339 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,039 shares; 2025Q1: 26,891 shares; 2025Q2: 32,145 shares; 2025Q3: 36,822 shares; 2025Q4: 44,285 shares; 2026Q1: 50,602 shares 50,602 $4.03M 0.07% +6,317 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,597 shares; 2025Q1: 11,257 shares; 2025Q2: 11,738 shares; 2025Q3: 11,339 shares; 2025Q4: 11,795 shares; 2026Q1: 11,802 shares 11,802 $3.85M 0.07% +7 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,274 shares; 2025Q1: 24,029 shares; 2025Q2: 21,603 shares; 2025Q3: 21,175 shares; 2025Q4: 18,839 shares; 2026Q1: 17,600 shares 17,600 $3.79M 0.07% -1,239 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,734 shares; 2025Q1: 9,805 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,602 shares; 2026Q1: 73,927 shares 73,927 $3.77M 0.07% +19,325 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,147 shares; 2025Q1: 6,422 shares; 2025Q2: 8,297 shares; 2025Q3: 8,340 shares; 2025Q4: 9,417 shares; 2026Q1: 10,910 shares 10,910 $3.73M 0.07% +1,493 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,045 shares; 2025Q1: 16,009 shares; 2025Q2: 19,511 shares; 2025Q3: 19,925 shares; 2025Q4: 21,494 shares; 2026Q1: 22,380 shares 22,380 $3.68M 0.07% +886 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110,919 shares; 2025Q1: 133,985 shares; 2025Q2: 141,152 shares; 2025Q3: 145,664 shares; 2025Q4: 118,234 shares; 2026Q1: 125,035 shares 125,035 $3.62M 0.07% +6,801 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,120 shares; 2025Q1: 14,061 shares; 2025Q2: 13,931 shares; 2025Q3: 14,180 shares; 2025Q4: 14,247 shares; 2026Q1: 14,615 shares 14,615 $3.62M 0.07% +368 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,711 shares; 2025Q1: 7,596 shares; 2025Q2: 6,914 shares; 2025Q3: 6,935 shares; 2025Q4: 6,589 shares; 2026Q1: 5,856 shares 5,856 $3.61M 0.07% -733 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,225 shares; 2025Q1: 12,649 shares; 2025Q2: 12,325 shares; 2025Q3: 11,760 shares; 2025Q4: 12,817 shares; 2026Q1: 14,796 shares 14,796 $3.59M 0.07% +1,979 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,595 shares; 2025Q1: 18,877 shares; 2025Q2: 24,080 shares; 2025Q3: 25,498 shares; 2025Q4: 29,322 shares; 2026Q1: 31,121 shares 31,121 $3.53M 0.06% +1,799 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,780 shares; 2025Q1: 7,200 shares; 2025Q2: 12,935 shares; 2025Q3: 16,131 shares; 2025Q4: 21,582 shares; 2026Q1: 24,488 shares 24,488 $3.39M 0.06% +2,906 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,156 shares; 2025Q1: 2,079 shares; 2025Q2: 2,535 shares; 2025Q3: 2,807 shares; 2025Q4: 3,379 shares; 2026Q1: 9,443 shares 9,443 $3.36M 0.06% +6,064 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,940 shares; 2025Q1: 13,503 shares; 2025Q2: 17,351 shares; 2025Q3: 19,390 shares; 2025Q4: 22,945 shares; 2026Q1: 24,067 shares 24,067 $3.35M 0.06% +1,122 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 79,676 shares; 2025Q2: 81,050 shares; 2025Q3: 81,979 shares; 2025Q4: 102,235 shares; 2026Q1: 100,884 shares 100,884 $3.27M 0.06% -1,351 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 223,704 shares; 2025Q1: 179,571 shares; 2025Q2: 163,280 shares; 2025Q3: 94,751 shares; 2025Q4: 94,313 shares; 2026Q1: 88,754 shares 88,754 $3.27M 0.06% -5,559 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,740 shares; 2025Q1: 17,011 shares; 2025Q2: 17,753 shares; 2025Q3: 19,226 shares; 2025Q4: 20,834 shares; 2026Q1: 21,956 shares 21,956 $3.23M 0.06% +1,122 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,653 shares; 2025Q2: 15,227 shares; 2025Q3: 16,374 shares; 2025Q4: 13,327 shares; 2026Q1: 15,808 shares 15,808 $3.21M 0.06% +2,481 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,634 shares; 2025Q1: 12,696 shares; 2025Q2: 12,558 shares; 2025Q3: 12,923 shares; 2025Q4: 13,786 shares; 2026Q1: 14,885 shares 14,885 $3.18M 0.06% +1,099 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,765 shares; 2025Q1: 24,505 shares; 2025Q2: 17,092 shares; 2025Q3: 15,835 shares; 2025Q4: 16,865 shares; 2026Q1: 16,993 shares 16,993 $3.17M 0.06% +128 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,684 shares; 2025Q1: 22,478 shares; 2025Q2: 24,378 shares; 2025Q3: 29,386 shares; 2025Q4: 31,917 shares; 2026Q1: 36,327 shares 36,327 $3.15M 0.06% +4,410 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,287 shares; 2025Q1: 9,193 shares; 2025Q2: 9,156 shares; 2025Q3: 9,112 shares; 2025Q4: 8,713 shares; 2026Q1: 7,477 shares 7,477 $3.12M 0.06% -1,236 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,862 shares 41,862 $3.11M 0.06% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,971 shares; 2025Q1: 5,067 shares; 2025Q2: 5,323 shares; 2025Q3: 5,767 shares; 2025Q4: 5,074 shares; 2026Q1: 6,245 shares 6,245 $3.1M 0.06% +1,171 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,443 shares; 2025Q3: 84,875 shares; 2025Q4: 87,198 shares; 2026Q1: 60,529 shares 60,529 $3.03M 0.06% -26,669 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,193 shares; 2025Q1: 48,002 shares; 2025Q2: 39,721 shares; 2025Q3: 42,258 shares; 2025Q4: 45,552 shares; 2026Q1: 32,934 shares 32,934 $3.02M 0.06% -12,618 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,544 shares; 2025Q1: 18,943 shares; 2025Q2: 20,402 shares; 2025Q3: 21,655 shares; 2025Q4: 22,475 shares; 2026Q1: 22,895 shares 22,895 $3M 0.05% +420 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 822 shares; 2025Q1: 1,273 shares; 2025Q2: 1,504 shares; 2025Q3: 1,626 shares; 2025Q4: 1,777 shares; 2026Q1: 2,024 shares 2,024 $2.98M 0.05% +247 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,558 shares; 2025Q1: 92,791 shares; 2025Q2: 86,111 shares; 2025Q3: 81,922 shares; 2025Q4: 71,228 shares; 2026Q1: 66,306 shares 66,306 $2.89M 0.05% -4,922 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.87M 0.05% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,057 shares; 2025Q1: 4,316 shares; 2025Q2: 5,275 shares; 2025Q3: 5,466 shares; 2025Q4: 6,347 shares; 2026Q1: 6,573 shares 6,573 $2.87M 0.05% +226 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,708 shares; 2025Q1: 4,715 shares; 2025Q2: 5,173 shares; 2025Q3: 5,112 shares; 2025Q4: 5,055 shares; 2026Q1: 5,057 shares 5,057 $2.85M 0.05% +2 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,652 shares; 2025Q1: 3,681 shares; 2025Q2: 4,274 shares; 2025Q3: 4,903 shares; 2025Q4: 5,181 shares; 2026Q1: 5,291 shares 5,291 $2.85M 0.05% +110 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,954 shares; 2025Q1: 10,220 shares; 2025Q2: 11,050 shares; 2025Q3: 14,239 shares; 2025Q4: 16,584 shares; 2026Q1: 18,028 shares 18,028 $2.8M 0.05% +1,444 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,034 shares; 2025Q2: 4,110 shares; 2025Q3: 3,949 shares; 2025Q4: 3,843 shares; 2026Q1: 34,260 shares 34,260 $2.73M 0.05% +30,417 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,961 shares; 2025Q1: 3,614 shares; 2025Q2: 4,398 shares; 2025Q3: 4,471 shares; 2025Q4: 4,633 shares; 2026Q1: 9,442 shares 9,442 $2.71M 0.05% +4,809 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,115 shares; 2025Q1: 13,911 shares; 2025Q2: 19,523 shares; 2025Q3: 20,287 shares; 2025Q4: 21,330 shares; 2026Q1: 21,179 shares 21,179 $2.68M 0.05% -151 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,736 shares; 2025Q1: 26,499 shares; 2025Q2: 29,447 shares; 2025Q3: 33,760 shares; 2025Q4: 32,569 shares; 2026Q1: 26,002 shares 26,002 $2.67M 0.05% -6,567 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,203 shares; 2025Q1: 7,413 shares; 2025Q2: 7,850 shares; 2025Q3: 8,192 shares; 2025Q4: 9,835 shares; 2026Q1: 11,186 shares 11,186 $2.64M 0.05% +1,351 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,394 shares; 2025Q1: 1,324 shares; 2025Q2: 1,594 shares; 2025Q3: 1,452 shares; 2025Q4: 1,724 shares; 2026Q1: 1,971 shares 1,971 $2.6M 0.05% +247 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,606 shares; 2025Q1: 19,327 shares; 2025Q2: 19,174 shares; 2025Q3: 19,296 shares; 2025Q4: 19,313 shares; 2026Q1: 19,168 shares 19,168 $2.6M 0.05% -145 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,455 shares; 2025Q1: 32,624 shares; 2025Q2: 35,510 shares; 2025Q3: 38,557 shares; 2025Q4: 38,867 shares; 2026Q1: 41,871 shares 41,871 $2.56M 0.05% +3,004 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,514 shares; 2025Q1: 16,133 shares; 2025Q2: 9,945 shares; 2025Q3: 9,804 shares; 2025Q4: 11,264 shares; 2026Q1: 9,457 shares 9,457 $2.56M 0.05% -1,807 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,771 shares; 2025Q1: 13,590 shares; 2025Q2: 12,588 shares; 2025Q3: 11,761 shares; 2025Q4: 10,830 shares; 2026Q1: 13,169 shares 13,169 $2.56M 0.05% +2,339 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,598 shares 58,598 $2.37M 0.04% new Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,850 shares 88,850 $2.37M 0.04% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,479 shares; 2025Q1: 1,825 shares; 2025Q2: 2,025 shares; 2025Q3: 2,105 shares; 2025Q4: 2,371 shares; 2026Q1: 2,585 shares 2,585 $2.31M 0.04% +214 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,308 shares; 2025Q1: 7,679 shares; 2025Q2: 7,919 shares; 2025Q3: 7,908 shares; 2025Q4: 7,802 shares; 2026Q1: 8,369 shares 8,369 $2.3M 0.04% +567 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,658 shares; 2025Q1: 24,829 shares; 2025Q2: 24,308 shares; 2025Q3: 15,304 shares; 2025Q4: 15,218 shares; 2026Q1: 15,100 shares 15,100 $2.24M 0.04% -118 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,638 shares; 2025Q1: 5,306 shares; 2025Q2: 5,822 shares; 2025Q3: 5,868 shares; 2025Q4: 5,815 shares; 2026Q1: 5,164 shares 5,164 $2.2M 0.04% -651 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,116 shares; 2025Q1: 44,380 shares; 2025Q2: 53,990 shares; 2025Q3: 61,503 shares; 2025Q4: 64,609 shares; 2026Q1: 78,052 shares 78,052 $2.19M 0.04% +13,443 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,984 shares; 2025Q1: 7,165 shares; 2025Q2: 10,586 shares; 2025Q3: 10,576 shares; 2025Q4: 11,183 shares; 2026Q1: 10,967 shares 10,967 $2.18M 0.04% -216 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,388 shares; 2025Q1: 3,113 shares; 2025Q2: 2,463 shares; 2025Q3: 3,709 shares; 2025Q4: 4,902 shares; 2026Q1: 4,395 shares 4,395 $2.16M 0.04% -507 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 119,896 shares; 2025Q1: 124,066 shares; 2025Q2: 103,428 shares; 2025Q3: 59,234 shares; 2025Q4: 40,464 shares; 2026Q1: 34,527 shares 34,527 $2.16M 0.04% -5,937 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,171 shares; 2025Q1: 11,367 shares; 2025Q2: 15,202 shares; 2025Q3: 17,061 shares; 2025Q4: 16,588 shares; 2026Q1: 15,879 shares 15,879 $2.16M 0.04% -709 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,832 shares; 2025Q1: 63,954 shares; 2025Q2: 69,608 shares; 2025Q3: 58,750 shares; 2025Q4: 51,585 shares; 2026Q1: 75,090 shares 75,090 $2.16M 0.04% +23,505 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,751 shares; 2025Q1: 31,908 shares; 2025Q2: 31,495 shares; 2025Q3: 31,668 shares; 2025Q4: 31,762 shares; 2026Q1: 31,753 shares 31,753 $2.15M 0.04% -9 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,176 shares; 2025Q1: 9,114 shares; 2025Q2: 6,694 shares; 2025Q3: 6,981 shares; 2025Q4: 7,138 shares; 2026Q1: 8,152 shares 8,152 $2.14M 0.04% +1,014 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,802 shares; 2025Q1: 20,617 shares; 2025Q2: 22,491 shares; 2025Q3: 21,366 shares; 2025Q4: 20,915 shares; 2026Q1: 21,841 shares 21,841 $2.12M 0.04% +926 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,580 shares; 2025Q1: 1,736 shares; 2025Q2: 2,196 shares; 2025Q3: 2,367 shares; 2025Q4: 2,485 shares; 2026Q1: 2,204 shares 2,204 $2.12M 0.04% -281 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,098 shares; 2025Q1: 2,183 shares; 2025Q2: 2,770 shares; 2025Q3: 2,885 shares; 2025Q4: 3,049 shares; 2026Q1: 3,080 shares 3,080 $2.1M 0.04% +31 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,253 shares; 2025Q1: 11,440 shares; 2025Q2: 13,591 shares; 2025Q3: 14,147 shares; 2025Q4: 11,735 shares; 2026Q1: 15,690 shares 15,690 $2.07M 0.04% +3,955 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,500 shares; 2025Q1: 35,922 shares; 2025Q2: 42,715 shares; 2025Q3: 47,442 shares; 2025Q4: 51,427 shares; 2026Q1: 57,337 shares 57,337 $2.06M 0.04% +5,910 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,191 shares; 2025Q1: 2,223 shares; 2025Q2: 1,842 shares; 2025Q3: 1,981 shares; 2025Q4: 3,388 shares; 2026Q1: 2,936 shares 2,936 $2.05M 0.04% -452 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,985 shares; 2025Q1: 7,415 shares; 2025Q2: 7,532 shares; 2025Q3: 7,864 shares; 2025Q4: 6,243 shares; 2026Q1: 6,995 shares 6,995 $2.03M 0.04% +752 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,558 shares; 2025Q1: 17,251 shares; 2025Q2: 24,861 shares; 2025Q3: 26,835 shares; 2025Q4: 33,591 shares; 2026Q1: 38,568 shares 38,568 $2.01M 0.04% +4,977 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,075 shares 10,075 $1.99M 0.04% new Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,855 shares 38,855 $1.98M 0.04% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,826 shares; 2025Q1: 23,252 shares; 2025Q2: 29,181 shares; 2025Q3: 28,343 shares; 2025Q4: 27,591 shares; 2026Q1: 27,035 shares 27,035 $1.97M 0.04% -556 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,030 shares; 2025Q1: 16,767 shares; 2025Q2: 15,074 shares; 2025Q3: 16,832 shares; 2025Q4: 7,589 shares; 2026Q1: 8,247 shares 8,247 $1.96M 0.04% +658 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,951 shares; 2025Q1: 16,482 shares; 2025Q2: 19,950 shares; 2025Q3: 21,930 shares; 2025Q4: 23,100 shares; 2026Q1: 23,662 shares 23,662 $1.95M 0.04% +562 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 415,915 shares; 2025Q3: 695,209 shares; 2025Q4: 266,283 shares; 2026Q1: 18,974 shares 18,974 $1.93M 0.04% -247,309 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,409 shares; 2025Q1: 8,832 shares; 2025Q2: 7,866 shares; 2025Q3: 9,311 shares; 2025Q4: 12,451 shares; 2026Q1: 14,461 shares 14,461 $1.91M 0.03% +2,010 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,561 shares; 2025Q1: 9,258 shares; 2025Q2: 12,749 shares; 2025Q3: 14,662 shares; 2025Q4: 16,593 shares; 2026Q1: 17,653 shares 17,653 $1.91M 0.03% +1,060 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,216 shares; 2025Q1: 10,026 shares; 2025Q2: 10,387 shares; 2025Q3: 10,584 shares; 2025Q4: 9,730 shares; 2026Q1: 9,454 shares 9,454 $1.85M 0.03% -276 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25,362 shares; 2025Q2: 24,782 shares; 2025Q3: 24,782 shares; 2025Q4: 54,615 shares; 2026Q1: 54,636 shares 54,636 $1.83M 0.03% +21 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,334 shares; 2025Q1: 3,212 shares; 2025Q2: 3,887 shares; 2025Q3: 3,735 shares; 2025Q4: 4,163 shares; 2026Q1: 4,065 shares 4,065 $1.76M 0.03% -98 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,175 shares; 2025Q1: 16,401 shares; 2025Q2: 17,809 shares; 2025Q3: 21,761 shares; 2025Q4: 23,799 shares; 2026Q1: 24,318 shares 24,318 $1.75M 0.03% +519 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,955 shares; 2025Q1: 23,390 shares; 2025Q2: 22,429 shares; 2025Q3: 22,367 shares; 2025Q4: 22,451 shares; 2026Q1: 22,158 shares 22,158 $1.75M 0.03% -293 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,700 shares; 2025Q1: 15,103 shares; 2025Q2: 18,779 shares; 2025Q3: 20,847 shares; 2025Q4: 20,270 shares; 2026Q1: 17,886 shares 17,886 $1.74M 0.03% -2,384 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,304 shares; 2025Q1: 9,036 shares; 2025Q2: 14,313 shares; 2025Q3: 15,883 shares; 2025Q4: 17,264 shares; 2026Q1: 18,473 shares 18,473 $1.74M 0.03% +1,209 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,232 shares; 2025Q1: 69,869 shares; 2025Q2: 89,748 shares; 2025Q3: 98,539 shares; 2025Q4: 42,831 shares; 2026Q1: 43,813 shares 43,813 $1.73M 0.03% +982 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,953 shares; 2025Q1: 14,203 shares; 2025Q2: 15,207 shares; 2025Q3: 16,368 shares; 2025Q4: 17,092 shares; 2026Q1: 17,786 shares 17,786 $1.71M 0.03% +694 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,451 shares; 2025Q1: 5,948 shares; 2025Q2: 6,302 shares; 2025Q3: 10,336 shares; 2025Q4: 13,857 shares; 2026Q1: 15,181 shares 15,181 $1.71M 0.03% +1,324 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,434 shares; 2025Q1: 5,759 shares; 2025Q2: 8,110 shares; 2025Q3: 10,206 shares; 2025Q4: 10,452 shares; 2026Q1: 11,162 shares 11,162 $1.71M 0.03% +710 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,598 shares; 2025Q1: 17,251 shares; 2025Q2: 23,168 shares; 2025Q3: 24,116 shares; 2025Q4: 24,192 shares; 2026Q1: 24,337 shares 24,337 $1.67M 0.03% +145 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,905 shares; 2025Q1: 5,555 shares; 2025Q2: 6,897 shares; 2025Q3: 7,358 shares; 2025Q4: 7,767 shares; 2026Q1: 7,959 shares 7,959 $1.66M 0.03% +192 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,323 shares; 2025Q1: 18,803 shares; 2025Q2: 18,905 shares; 2025Q3: 15,916 shares; 2025Q4: 39,080 shares; 2026Q1: 38,611 shares 38,611 $1.64M 0.03% -469 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,636 shares; 2025Q1: 3,719 shares; 2025Q2: 4,612 shares; 2025Q3: 4,980 shares; 2025Q4: 4,940 shares; 2026Q1: 4,738 shares 4,738 $1.63M 0.03% -202 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,296 shares; 2025Q1: 3,230 shares; 2025Q2: 3,185 shares; 2025Q3: 2,930 shares; 2025Q4: 3,587 shares; 2026Q1: 3,634 shares 3,634 $1.62M 0.03% +47 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,793 shares; 2025Q1: 3,028 shares; 2025Q2: 3,221 shares; 2025Q3: 2,833 shares; 2025Q4: 3,551 shares; 2026Q1: 3,509 shares 3,509 $1.62M 0.03% -42 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,804 shares; 2025Q1: 20,400 shares; 2025Q2: 22,542 shares; 2025Q3: 24,451 shares; 2025Q4: 24,213 shares; 2026Q1: 22,972 shares 22,972 $1.61M 0.03% -1,241 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,067 shares; 2025Q1: 31,200 shares; 2025Q2: 31,200 shares; 2025Q3: 31,200 shares; 2025Q4: 36,135 shares; 2026Q1: 36,129 shares 36,129 $1.6M 0.03% -6 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,061 shares; 2025Q1: 11,615 shares; 2025Q2: 12,643 shares; 2025Q3: 12,398 shares; 2025Q4: 11,762 shares; 2026Q1: 12,174 shares 12,174 $1.6M 0.03% +412 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,596 shares; 2025Q1: 6,695 shares; 2025Q2: 6,548 shares; 2025Q3: 6,479 shares; 2025Q4: 6,709 shares; 2026Q1: 6,941 shares 6,941 $1.6M 0.03% +232 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,014 shares; 2025Q1: 7,662 shares; 2025Q2: 8,085 shares; 2025Q3: 7,817 shares; 2025Q4: 7,778 shares; 2026Q1: 7,691 shares 7,691 $1.59M 0.03% -87 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,139 shares; 2025Q2: 29,741 shares; 2025Q3: 40,705 shares; 2025Q4: 48,979 shares; 2026Q1: 52,215 shares 52,215 $1.59M 0.03% +3,236 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,152 shares; 2025Q1: 32,199 shares; 2025Q2: 31,433 shares; 2025Q3: 31,463 shares; 2025Q4: 31,552 shares; 2026Q1: 32,567 shares 32,567 $1.59M 0.03% +1,015 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,124 shares; 2025Q1: 20,241 shares; 2025Q2: 15,077 shares; 2025Q3: 12,617 shares; 2025Q4: 14,695 shares; 2026Q1: 15,913 shares 15,913 $1.57M 0.03% +1,218 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,446 shares; 2025Q1: 25,116 shares; 2025Q2: 27,869 shares; 2025Q3: 30,315 shares; 2025Q4: 30,017 shares; 2026Q1: 35,389 shares 35,389 $1.56M 0.03% +5,372 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 122,128 shares; 2025Q1: 135,467 shares; 2025Q2: 27,219 shares; 2025Q3: 25,049 shares; 2025Q4: 23,885 shares; 2026Q1: 27,477 shares 27,477 $1.56M 0.03% +3,592 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,734 shares; 2025Q1: 9,051 shares; 2025Q2: 9,669 shares; 2025Q3: 9,540 shares; 2025Q4: 9,346 shares; 2026Q1: 9,856 shares 9,856 $1.55M 0.03% +510 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,888 shares; 2025Q1: 8,693 shares; 2025Q2: 8,771 shares; 2025Q3: 8,476 shares; 2025Q4: 8,536 shares; 2026Q1: 7,835 shares 7,835 $1.54M 0.03% -701 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,458 shares; 2025Q1: 4,364 shares; 2025Q2: 7,563 shares; 2025Q3: 8,926 shares; 2025Q4: 8,941 shares; 2026Q1: 8,433 shares 8,433 $1.54M 0.03% -508 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,768 shares; 2025Q1: 21,578 shares; 2025Q2: 14,159 shares; 2025Q3: 15,365 shares; 2025Q4: 15,756 shares; 2026Q1: 25,347 shares 25,347 $1.54M 0.03% +9,591 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,550 shares 67,550 $1.54M 0.03% new Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,189 shares 44,189 $1.53M 0.03% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,942 shares; 2025Q1: 4,495 shares; 2025Q2: 4,736 shares; 2025Q3: 4,835 shares; 2025Q4: 5,248 shares; 2026Q1: 5,870 shares 5,870 $1.53M 0.03% +622 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,142 shares; 2025Q1: 18,175 shares; 2025Q2: 18,989 shares; 2025Q3: 17,185 shares; 2025Q4: 5,861 shares; 2026Q1: 6,731 shares 6,731 $1.52M 0.03% +870 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,845 shares; 2025Q1: 15,852 shares; 2025Q2: 15,246 shares; 2025Q3: 16,178 shares; 2025Q4: 16,247 shares; 2026Q1: 16,326 shares 16,326 $1.52M 0.03% +79 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,907 shares; 2025Q1: 2,997 shares; 2025Q2: 3,709 shares; 2025Q3: 3,692 shares; 2025Q4: 4,123 shares; 2026Q1: 4,466 shares 4,466 $1.46M 0.03% +343 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,429 shares; 2025Q1: 50,525 shares; 2025Q2: 53,355 shares; 2025Q3: 53,692 shares; 2025Q4: 58,076 shares; 2026Q1: 56,190 shares 56,190 $1.45M 0.03% -1,886 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,713 shares; 2025Q1: 19,203 shares; 2025Q2: 23,141 shares; 2025Q3: 25,283 shares; 2025Q4: 24,701 shares; 2026Q1: 26,724 shares 26,724 $1.45M 0.03% +2,023 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,225 shares; 2025Q1: 7,234 shares; 2025Q2: 8,423 shares; 2025Q3: 9,665 shares; 2025Q4: 10,313 shares; 2026Q1: 11,638 shares 11,638 $1.43M 0.03% +1,325 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,808 shares; 2025Q1: 6,650 shares; 2025Q2: 5,615 shares; 2025Q3: 5,483 shares; 2025Q4: 4,945 shares; 2026Q1: 4,763 shares 4,763 $1.42M 0.03% -182 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 219,618 shares; 2025Q1: 118,593 shares; 2025Q2: 76,779 shares; 2025Q3: 74,707 shares; 2025Q4: 70,560 shares; 2026Q1: 57,059 shares 57,059 $1.42M 0.03% -13,501 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,397 shares; 2025Q1: 23,875 shares; 2025Q2: 15,878 shares; 2025Q3: 16,940 shares; 2025Q4: 16,858 shares; 2026Q1: 16,271 shares 16,271 $1.41M 0.03% -587 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,940 shares; 2025Q1: 16,025 shares; 2025Q2: 21,781 shares; 2025Q3: 21,262 shares; 2025Q4: 18,665 shares; 2026Q1: 20,732 shares 20,732 $1.41M 0.03% +2,067 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,038 shares; 2025Q1: 7,511 shares; 2025Q2: 8,613 shares; 2025Q3: 8,442 shares; 2025Q4: 6,778 shares; 2026Q1: 7,082 shares 7,082 $1.4M 0.03% +304 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,976 shares; 2025Q1: 11,821 shares; 2025Q2: 12,665 shares; 2025Q3: 12,381 shares; 2025Q4: 13,816 shares; 2026Q1: 15,576 shares 15,576 $1.4M 0.03% +1,760 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,125 shares; 2025Q1: 72,259 shares; 2025Q2: 63,737 shares; 2025Q3: 57,957 shares; 2025Q4: 43,918 shares; 2026Q1: 45,355 shares 45,355 $1.39M 0.03% +1,437 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,750 shares; 2025Q3: 33,181 shares; 2025Q4: 44,177 shares; 2026Q1: 47,232 shares 47,232 $1.39M 0.03% +3,055 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 682 shares; 2025Q1: 781 shares; 2025Q2: 13,189 shares; 2025Q3: 14,148 shares; 2025Q4: 14,963 shares; 2026Q1: 15,011 shares 15,011 $1.39M 0.03% +48 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 237 shares; 2025Q1: 254 shares; 2025Q2: 322 shares; 2025Q3: 335 shares; 2025Q4: 336 shares; 2026Q1: 328 shares 328 $1.38M 0.03% -8 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,369 shares; 2025Q1: 5,488 shares; 2025Q2: 4,989 shares; 2025Q3: 5,016 shares; 2025Q4: 11,695 shares; 2026Q1: 10,380 shares 10,380 $1.38M 0.03% -1,315 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,308 shares; 2025Q1: 5,145 shares; 2025Q2: 6,202 shares; 2025Q3: 6,401 shares; 2025Q4: 6,911 shares; 2026Q1: 6,891 shares 6,891 $1.36M 0.02% -20 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,425 shares; 2025Q1: 22,089 shares; 2025Q2: 27,461 shares; 2025Q3: 37,280 shares; 2025Q4: 32,955 shares; 2026Q1: 30,199 shares 30,199 $1.36M 0.02% -2,756 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,141 shares; 2025Q1: 6,371 shares; 2025Q2: 3,287 shares; 2025Q3: 3,643 shares; 2025Q4: 3,692 shares; 2026Q1: 3,923 shares 3,923 $1.35M 0.02% +231 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,215 shares; 2025Q1: 6,675 shares; 2025Q2: 9,808 shares; 2025Q3: 10,492 shares; 2025Q4: 10,444 shares; 2026Q1: 10,243 shares 10,243 $1.34M 0.02% -201 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 152,901 shares; 2025Q1: 158,326 shares; 2025Q2: 163,817 shares; 2025Q3: 154,885 shares; 2025Q4: 165,357 shares; 2026Q1: 14,246 shares 14,246 $1.34M 0.02% -151,111 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,971 shares; 2025Q1: 1,814 shares; 2025Q2: 2,337 shares; 2025Q3: 2,025 shares; 2025Q4: 2,104 shares; 2026Q1: 2,195 shares 2,195 $1.33M 0.02% +91 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,283 shares; 2025Q1: 4,748 shares; 2025Q2: 5,142 shares; 2025Q3: 5,673 shares; 2025Q4: 4,932 shares; 2026Q1: 4,085 shares 4,085 $1.31M 0.02% -847 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,170 shares; 2025Q1: 3,346 shares; 2025Q2: 3,639 shares; 2025Q3: 3,491 shares; 2025Q4: 3,834 shares; 2026Q1: 4,276 shares 4,276 $1.3M 0.02% +442 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,505 shares; 2025Q1: 10,066 shares; 2025Q2: 10,736 shares; 2025Q3: 11,071 shares; 2025Q4: 12,309 shares; 2026Q1: 10,083 shares 10,083 $1.3M 0.02% -2,226 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,848 shares; 2025Q1: 2,286 shares; 2025Q2: 2,974 shares; 2025Q3: 2,832 shares; 2025Q4: 3,062 shares; 2026Q1: 3,323 shares 3,323 $1.3M 0.02% +261 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,010 shares; 2025Q1: 4,294 shares; 2025Q2: 5,141 shares; 2025Q3: 5,136 shares; 2025Q4: 5,226 shares; 2026Q1: 5,604 shares 5,604 $1.29M 0.02% +378 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,280 shares; 2025Q1: 1,524 shares; 2025Q2: 1,998 shares; 2025Q3: 1,892 shares; 2025Q4: 9,532 shares; 2026Q1: 12,334 shares 12,334 $1.29M 0.02% +2,802 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,804 shares; 2025Q1: 14,682 shares; 2025Q2: 20,910 shares; 2025Q3: 21,479 shares; 2025Q4: 21,097 shares; 2026Q1: 21,965 shares 21,965 $1.28M 0.02% +868 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,601 shares; 2025Q1: 7,476 shares; 2025Q2: 8,381 shares; 2025Q3: 7,987 shares; 2025Q4: 6,646 shares; 2026Q1: 6,288 shares 6,288 $1.28M 0.02% -358 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,482 shares; 2025Q1: 17,860 shares; 2025Q2: 21,806 shares; 2025Q3: 23,541 shares; 2025Q4: 26,201 shares; 2026Q1: 27,784 shares 27,784 $1.28M 0.02% +1,583 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221,240 shares; 2025Q3: 238,160 shares; 2025Q4: 826,819 shares; 2026Q1: 10,840 shares 10,840 $1.28M 0.02% -815,979 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,958 shares; 2025Q1: 14,058 shares; 2025Q2: 14,096 shares; 2025Q3: 14,203 shares; 2025Q4: 14,375 shares; 2026Q1: 14,366 shares 14,366 $1.27M 0.02% -9 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,055 shares; 2025Q1: 3,370 shares; 2025Q2: 3,326 shares; 2025Q3: 3,526 shares; 2025Q4: 4,331 shares; 2026Q1: 3,867 shares 3,867 $1.27M 0.02% -464 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,747 shares; 2025Q1: 6,041 shares; 2025Q2: 5,442 shares; 2025Q3: 4,651 shares; 2025Q4: 5,509 shares; 2026Q1: 6,315 shares 6,315 $1.25M 0.02% +806 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,362 shares; 2025Q1: 12,240 shares; 2025Q2: 17,982 shares; 2025Q3: 17,424 shares; 2025Q4: 19,753 shares; 2026Q1: 20,916 shares 20,916 $1.23M 0.02% +1,163 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,955 shares; 2025Q1: 7,057 shares; 2025Q2: 8,522 shares; 2025Q3: 9,037 shares; 2025Q4: 9,565 shares; 2026Q1: 9,771 shares 9,771 $1.23M 0.02% +206 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,142 shares; 2025Q1: 10,170 shares; 2025Q2: 12,456 shares; 2025Q3: 13,560 shares; 2025Q4: 14,709 shares; 2026Q1: 16,316 shares 16,316 $1.22M 0.02% +1,607 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,788 shares; 2025Q1: 2,544 shares; 2025Q2: 4,240 shares; 2025Q3: 4,995 shares; 2025Q4: 5,275 shares; 2026Q1: 4,850 shares 4,850 $1.2M 0.02% -425 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,622 shares; 2025Q1: 12,092 shares; 2025Q2: 10,045 shares; 2025Q3: 11,195 shares; 2025Q4: 12,140 shares; 2026Q1: 10,401 shares 10,401 $1.2M 0.02% -1,739 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,787 shares; 2025Q1: 38,928 shares; 2025Q2: 46,084 shares; 2025Q3: 39,596 shares; 2025Q4: 23,001 shares; 2026Q1: 24,104 shares 24,104 $1.19M 0.02% +1,103 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,163,757 shares; 2025Q1: 17,485,429 shares; 2025Q2: 17,496,876 shares; 2025Q3: 17,484,426 shares; 2025Q4: 17,484,728 shares; 2026Q1: 15,930 shares 15,930 $1.17M 0.02% -17,468,798 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,560 shares; 2025Q1: 4,132 shares; 2025Q2: 5,733 shares; 2025Q3: 5,852 shares; 2025Q4: 6,234 shares; 2026Q1: 6,432 shares 6,432 $1.17M 0.02% +198 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,872 shares 12,872 $1.17M 0.02% new Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,832 shares; 2025Q4: 30,085 shares; 2026Q1: 32,788 shares 32,788 $1.16M 0.02% +2,703 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,220 shares; 2025Q3: 30,601 shares; 2025Q4: 10,117 shares; 2026Q1: 10,352 shares 10,352 $1.16M 0.02% +235 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,617 shares; 2025Q1: 11,174 shares; 2025Q2: 10,479 shares; 2025Q3: 13,628 shares; 2025Q4: 14,789 shares; 2026Q1: 15,953 shares 15,953 $1.16M 0.02% +1,164 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,559 shares; 2025Q1: 3,742 shares; 2025Q2: 4,217 shares; 2025Q3: 4,409 shares; 2025Q4: 4,654 shares; 2026Q1: 5,348 shares 5,348 $1.16M 0.02% +694 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,241 shares; 2025Q1: 7,271 shares; 2025Q2: 8,062 shares; 2025Q3: 8,445 shares; 2025Q4: 8,910 shares; 2026Q1: 9,715 shares 9,715 $1.15M 0.02% +805 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 928 shares; 2025Q1: 1,123 shares; 2025Q2: 1,292 shares; 2025Q3: 1,202 shares; 2025Q4: 1,321 shares; 2026Q1: 1,330 shares 1,330 $1.15M 0.02% +9 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,136 shares; 2025Q1: 2,851 shares; 2025Q2: 3,936 shares; 2025Q3: 4,466 shares; 2025Q4: 4,610 shares; 2026Q1: 4,091 shares 4,091 $1.14M 0.02% -519 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,270 shares; 2025Q1: 7,837 shares; 2025Q2: 8,471 shares; 2025Q3: 9,165 shares; 2025Q4: 10,100 shares; 2026Q1: 9,345 shares 9,345 $1.13M 0.02% -755 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,761 shares; 2025Q1: 12,741 shares; 2025Q2: 14,735 shares; 2025Q3: 14,839 shares; 2025Q4: 15,518 shares; 2026Q1: 15,716 shares 15,716 $1.13M 0.02% +198 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,684 shares; 2025Q1: 5,196 shares; 2025Q2: 5,208 shares; 2025Q3: 5,822 shares; 2025Q4: 5,175 shares; 2026Q1: 5,347 shares 5,347 $1.12M 0.02% +172 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,619 shares; 2025Q1: 9,570 shares; 2025Q2: 9,246 shares; 2025Q3: 9,751 shares; 2025Q4: 9,093 shares; 2026Q1: 9,342 shares 9,342 $1.11M 0.02% +249 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,896 shares; 2025Q1: 6,852 shares; 2025Q2: 7,027 shares; 2025Q3: 5,486 shares; 2025Q4: 5,350 shares; 2026Q1: 5,586 shares 5,586 $1.11M 0.02% +236 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,627 shares; 2025Q1: 2,438 shares; 2025Q2: 5,770 shares; 2025Q3: 5,962 shares; 2025Q4: 6,357 shares; 2026Q1: 6,791 shares 6,791 $1.1M 0.02% +434 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,936 shares; 2025Q3: 3,307 shares; 2025Q4: 3,968 shares; 2026Q1: 14,222 shares 14,222 $1.1M 0.02% +10,254 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,333 shares; 2025Q1: 7,298 shares; 2025Q2: 7,242 shares; 2025Q3: 7,295 shares; 2025Q4: 7,508 shares; 2026Q1: 6,821 shares 6,821 $1.09M 0.02% -687 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,846 shares; 2025Q4: 3,476 shares; 2026Q1: 4,030 shares 4,030 $1.09M 0.02% +554 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,723 shares; 2025Q1: 2,304 shares; 2025Q2: 3,700 shares; 2025Q3: 4,164 shares; 2025Q4: 4,499 shares; 2026Q1: 4,526 shares 4,526 $1.08M 0.02% +27 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,979 shares; 2025Q1: 4,535 shares; 2025Q2: 5,553 shares; 2025Q3: 5,624 shares; 2025Q4: 7,556 shares; 2026Q1: 5,708 shares 5,708 $1.08M 0.02% -1,848 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,250 shares; 2025Q1: 6,085 shares; 2025Q2: 5,802 shares; 2025Q3: 5,595 shares; 2025Q4: 4,966 shares; 2026Q1: 6,186 shares 6,186 $1.07M 0.02% +1,220 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,332 shares; 2026Q1: 22,332 shares 22,332 $1.07M 0.02% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,331 shares; 2025Q1: 4,492 shares; 2025Q2: 6,599 shares; 2025Q3: 12,304 shares; 2025Q4: 5,597 shares; 2026Q1: 5,565 shares 5,565 $1.07M 0.02% -32 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,987 shares; 2025Q1: 4,336 shares; 2025Q2: 3,341 shares; 2025Q3: 2,901 shares; 2025Q4: 3,447 shares; 2026Q1: 4,367 shares 4,367 $1.06M 0.02% +920 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,874 shares; 2025Q1: 7,611 shares; 2025Q2: 7,976 shares; 2025Q3: 8,648 shares; 2025Q4: 10,423 shares; 2026Q1: 12,327 shares 12,327 $1.05M 0.02% +1,904 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,646 shares; 2025Q1: 5,861 shares; 2025Q2: 6,075 shares; 2025Q3: 6,205 shares; 2025Q4: 6,124 shares; 2026Q1: 6,140 shares 6,140 $1.05M 0.02% +16 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,500 shares; 2025Q1: 7,816 shares; 2025Q2: 11,822 shares; 2025Q3: 12,224 shares; 2025Q4: 10,450 shares; 2026Q1: 12,487 shares 12,487 $1.05M 0.02% +2,037 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,795 shares; 2025Q1: 16,002 shares; 2025Q2: 14,444 shares; 2025Q3: 15,871 shares; 2025Q4: 9,088 shares; 2026Q1: 8,616 shares 8,616 $1.04M 0.02% -472 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,347 shares; 2025Q1: 3,434 shares; 2025Q2: 3,769 shares; 2025Q3: 3,565 shares; 2025Q4: 3,524 shares; 2026Q1: 3,441 shares 3,441 $1.04M 0.02% -83 Timeline DDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,099 shares 52,099 $1.04M 0.02% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,465 shares; 2025Q1: 2,605 shares; 2025Q2: 3,361 shares; 2025Q3: 3,476 shares; 2025Q4: 3,564 shares; 2026Q1: 3,677 shares 3,677 $1.03M 0.02% +113 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,458 shares; 2025Q1: 4,079 shares; 2025Q2: 3,418 shares; 2025Q3: 4,628 shares; 2025Q4: 5,707 shares; 2026Q1: 6,515 shares 6,515 $1.02M 0.02% +808 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,499 shares; 2025Q1: 2,041 shares; 2025Q2: not reported; 2025Q3: 2,708 shares; 2025Q4: 3,372 shares; 2026Q1: 3,503 shares 3,503 $1.02M 0.02% +131 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,140 shares; 2025Q1: 7,206 shares; 2025Q2: 7,141 shares; 2025Q3: 8,649 shares; 2025Q4: 9,901 shares; 2026Q1: 8,608 shares 8,608 $1.02M 0.02% -1,293 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,131 shares; 2025Q1: 8,283 shares; 2025Q2: 7,942 shares; 2025Q3: 7,802 shares; 2025Q4: 7,738 shares; 2026Q1: 8,841 shares 8,841 $1.02M 0.02% +1,103 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,744 shares; 2025Q1: 8,127 shares; 2025Q2: 9,080 shares; 2025Q3: 11,994 shares; 2025Q4: 10,121 shares; 2026Q1: 10,615 shares 10,615 $1.01M 0.02% +494 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,567 shares 52,567 $995K 0.02% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,108 shares; 2025Q1: 5,936 shares; 2025Q2: 6,145 shares; 2025Q3: 5,867 shares; 2025Q4: 6,346 shares; 2026Q1: 6,285 shares 6,285 $993K 0.02% -61 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,896 shares; 2025Q1: 5,474 shares; 2025Q2: 6,259 shares; 2025Q3: 6,841 shares; 2025Q4: 7,351 shares; 2026Q1: 6,795 shares 6,795 $987K 0.02% -556 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,340 shares; 2025Q1: 2,331 shares; 2025Q2: 2,400 shares; 2025Q3: 2,385 shares; 2025Q4: 2,398 shares; 2026Q1: 2,680 shares 2,680 $985K 0.02% +282 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,312 shares; 2025Q2: 23,312 shares; 2025Q3: 23,312 shares; 2025Q4: 23,222 shares; 2026Q1: 23,222 shares 23,222 $985K 0.02% 0 Timeline DDTD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,548 shares 52,548 $982K 0.02% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,872 shares; 2025Q1: 24,296 shares; 2025Q2: 21,193 shares; 2025Q3: 27,389 shares; 2025Q4: 33,124 shares; 2026Q1: 35,380 shares 35,380 $972K 0.02% +2,256 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 809 shares; 2025Q1: 721 shares; 2025Q2: 790 shares; 2025Q3: 618 shares; 2025Q4: 586 shares; 2026Q1: 990 shares 990 $970K 0.02% +404 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,624 shares; 2025Q3: 1,820 shares; 2025Q4: 2,061 shares; 2026Q1: 2,471 shares 2,471 $968K 0.02% +410 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,321 shares; 2025Q1: 4,330 shares; 2025Q2: 5,004 shares; 2025Q3: 4,460 shares; 2025Q4: 4,554 shares; 2026Q1: 4,886 shares 4,886 $959K 0.02% +332 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,147 shares; 2025Q1: 45,251 shares; 2025Q2: 67,268 shares; 2025Q3: 71,939 shares; 2025Q4: 76,288 shares; 2026Q1: 84,465 shares 84,465 $953K 0.02% +8,177 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,558 shares; 2025Q1: 16,568 shares; 2025Q2: 16,551 shares; 2025Q3: 16,541 shares; 2025Q4: 16,591 shares; 2026Q1: 16,591 shares 16,591 $949K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,633 shares; 2025Q1: 21,471 shares; 2025Q2: 31,533 shares; 2025Q3: 26,098 shares; 2025Q4: 26,503 shares; 2026Q1: 28,198 shares 28,198 $945K 0.02% +1,695 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,548 shares; 2025Q1: 13,373 shares; 2025Q2: 10,243 shares; 2025Q3: 11,165 shares; 2025Q4: 15,331 shares; 2026Q1: 18,312 shares 18,312 $941K 0.02% +2,981 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,433 shares; 2025Q1: 14,965 shares; 2025Q2: 14,694 shares; 2025Q3: 14,131 shares; 2025Q4: 29,626 shares; 2026Q1: 28,299 shares 28,299 $940K 0.02% -1,327 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,752 shares; 2025Q1: 14,117 shares; 2025Q2: 13,489 shares; 2025Q3: 13,636 shares; 2025Q4: 15,732 shares; 2026Q1: 15,338 shares 15,338 $936K 0.02% -394 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,678 shares; 2025Q1: 10,971 shares; 2025Q2: 14,297 shares; 2025Q3: 14,090 shares; 2025Q4: 14,690 shares; 2026Q1: 15,130 shares 15,130 $935K 0.02% +440 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,131 shares; 2025Q2: 3,760 shares; 2025Q3: 3,738 shares; 2025Q4: 2,841 shares; 2026Q1: 2,613 shares 2,613 $932K 0.02% -228 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,834 shares; 2025Q1: 5,834 shares; 2025Q2: 5,827 shares; 2025Q3: 5,827 shares; 2025Q4: 5,827 shares; 2026Q1: 5,827 shares 5,827 $929K 0.02% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,677 shares; 2025Q1: 5,255 shares; 2025Q2: 5,319 shares; 2025Q3: 5,274 shares; 2025Q4: 4,867 shares; 2026Q1: 4,186 shares 4,186 $926K 0.02% -681 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 670 shares; 2025Q1: 802 shares; 2025Q2: 1,308 shares; 2025Q3: 1,381 shares; 2025Q4: 1,602 shares; 2026Q1: 1,678 shares 1,678 $921K 0.02% +76 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,245 shares; 2025Q1: 10,060 shares; 2025Q2: not reported; 2025Q3: 10,327 shares; 2025Q4: 10,572 shares; 2026Q1: 11,502 shares 11,502 $921K 0.02% +930 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,824 shares; 2025Q1: 2,862 shares; 2025Q2: 2,955 shares; 2025Q3: 2,894 shares; 2025Q4: 2,898 shares; 2026Q1: 2,922 shares 2,922 $917K 0.02% +24 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,190 shares; 2025Q1: 8,550 shares; 2025Q2: 8,540 shares; 2025Q3: 6,900 shares; 2025Q4: 6,867 shares; 2026Q1: 9,939 shares 9,939 $916K 0.02% +3,072 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,568 shares; 2025Q4: 19,568 shares; 2026Q1: 19,554 shares 19,554 $914K 0.02% -14 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,559 shares; 2025Q1: 9,918 shares; 2025Q2: 13,024 shares; 2025Q3: 13,766 shares; 2025Q4: 11,820 shares; 2026Q1: 12,565 shares 12,565 $909K 0.02% +745 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,186 shares; 2025Q1: 7,141 shares; 2025Q2: 6,289 shares; 2025Q3: 6,268 shares; 2025Q4: 14,120 shares; 2026Q1: 14,695 shares 14,695 $900K 0.02% +575 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,939 shares; 2025Q1: 4,551 shares; 2025Q2: not reported; 2025Q3: 4,971 shares; 2025Q4: 5,678 shares; 2026Q1: 7,384 shares 7,384 $895K 0.02% +1,706 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,157 shares; 2025Q1: 3,909 shares; 2025Q2: 3,226 shares; 2025Q3: 3,620 shares; 2025Q4: 3,436 shares; 2026Q1: 7,074 shares 7,074 $893K 0.02% +3,638 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,672 shares; 2025Q1: 13,087 shares; 2025Q2: 19,682 shares; 2025Q3: 18,324 shares; 2025Q4: 20,396 shares; 2026Q1: 21,760 shares 21,760 $893K 0.02% +1,364 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,163 shares; 2025Q1: 4,278 shares; 2025Q2: 5,106 shares; 2025Q3: 4,623 shares; 2025Q4: 3,904 shares; 2026Q1: 5,099 shares 5,099 $880K 0.02% +1,195 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,398 shares; 2025Q1: 2,021 shares; 2025Q2: 1,835 shares; 2025Q3: 1,974 shares; 2025Q4: 1,942 shares; 2026Q1: 2,042 shares 2,042 $879K 0.02% +100 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,887 shares; 2025Q1: 6,806 shares; 2025Q2: 8,645 shares; 2025Q3: 10,276 shares; 2025Q4: 13,556 shares; 2026Q1: 12,097 shares 12,097 $877K 0.02% -1,459 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,617 shares; 2025Q1: 21,846 shares; 2025Q2: 20,652 shares; 2025Q3: 23,807 shares; 2025Q4: 26,030 shares; 2026Q1: 33,388 shares 33,388 $872K 0.02% +7,358 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 370 shares; 2025Q1: 415 shares; 2025Q2: 512 shares; 2025Q3: 606 shares; 2025Q4: 663 shares; 2026Q1: 797 shares 797 $870K 0.02% +134 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,439 shares; 2025Q2: 1,676 shares; 2025Q3: 1,886 shares; 2025Q4: 2,643 shares; 2026Q1: 3,037 shares 3,037 $858K 0.02% +394 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,738 shares; 2025Q1: 4,093 shares; 2025Q2: 6,002 shares; 2025Q3: 5,960 shares; 2025Q4: 6,835 shares; 2026Q1: 8,649 shares 8,649 $857K 0.02% +1,814 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,046 shares; 2025Q1: 5,752 shares; 2025Q2: 7,200 shares; 2025Q3: 7,273 shares; 2025Q4: 8,390 shares; 2026Q1: 9,411 shares 9,411 $857K 0.02% +1,021 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,860 shares; 2025Q1: 7,650 shares; 2025Q2: 8,236 shares; 2025Q3: 7,906 shares; 2025Q4: 7,458 shares; 2026Q1: 8,010 shares 8,010 $856K 0.02% +552 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 939 shares; 2025Q1: 1,143 shares; 2025Q2: 1,567 shares; 2025Q3: 1,538 shares; 2025Q4: 1,809 shares; 2026Q1: 1,960 shares 1,960 $855K 0.02% +151 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,489 shares; 2025Q1: 4,753 shares; 2025Q2: 5,859 shares; 2025Q3: 6,572 shares; 2025Q4: 6,814 shares; 2026Q1: 7,532 shares 7,532 $852K 0.02% +718 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,170 shares; 2025Q1: 39,593 shares; 2025Q2: 52,177 shares; 2025Q3: 47,834 shares; 2025Q4: 46,993 shares; 2026Q1: 50,128 shares 50,128 $851K 0.02% +3,135 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,213 shares; 2025Q1: 22,995 shares; 2025Q2: 19,237 shares; 2025Q3: 15,044 shares; 2025Q4: 15,051 shares; 2026Q1: 15,376 shares 15,376 $849K 0.02% +325 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,631 shares; 2025Q1: 4,191 shares; 2025Q2: 3,999 shares; 2025Q3: 4,290 shares; 2025Q4: 5,137 shares; 2026Q1: 5,399 shares 5,399 $839K 0.02% +262 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,784 shares; 2025Q1: 6,023 shares; 2025Q2: 8,364 shares; 2025Q3: 9,052 shares; 2025Q4: 10,231 shares; 2026Q1: 11,503 shares 11,503 $836K 0.02% +1,272 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,698 shares; 2026Q1: 14,699 shares 14,699 $836K 0.02% +1 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,063 shares; 2025Q1: 2,193 shares; 2025Q2: 3,028 shares; 2025Q3: 3,011 shares; 2025Q4: 3,106 shares; 2026Q1: 3,342 shares 3,342 $835K 0.02% +236 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,063 shares; 2025Q1: 22,091 shares; 2025Q2: 22,404 shares; 2025Q3: 23,281 shares; 2025Q4: 23,156 shares; 2026Q1: 22,036 shares 22,036 $834K 0.02% -1,120 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,702 shares; 2025Q3: 3,546 shares; 2025Q4: 5,148 shares; 2026Q1: 5,901 shares 5,901 $833K 0.02% +753 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,610 shares; 2025Q1: 5,336 shares; 2025Q2: 5,233 shares; 2025Q3: 4,442 shares; 2025Q4: 12,250 shares; 2026Q1: 10,138 shares 10,138 $829K 0.02% -2,112 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,422 shares; 2025Q1: 35,491 shares; 2025Q2: 53,157 shares; 2025Q3: 56,469 shares; 2025Q4: 62,854 shares; 2026Q1: 71,531 shares 71,531 $825K 0.02% +8,677 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,486 shares; 2025Q1: 3,470 shares; 2025Q2: 3,872 shares; 2025Q3: 2,454 shares; 2025Q4: 3,040 shares; 2026Q1: 6,979 shares 6,979 $825K 0.02% +3,939 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,428 shares; 2025Q1: 5,560 shares; 2025Q2: 5,622 shares; 2025Q3: 5,407 shares; 2025Q4: 5,085 shares; 2026Q1: 4,223 shares 4,223 $825K 0.02% -862 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,782 shares; 2025Q1: 18,024 shares; 2025Q2: 12,814 shares; 2025Q3: 12,810 shares; 2025Q4: 12,788 shares; 2026Q1: 12,710 shares 12,710 $823K 0.01% -78 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,249 shares; 2025Q1: 1,787 shares; 2025Q2: 2,178 shares; 2025Q3: 2,345 shares; 2025Q4: 2,049 shares; 2026Q1: 2,047 shares 2,047 $812K 0.01% -2 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,793 shares; 2025Q1: 10,755 shares; 2025Q2: 13,295 shares; 2025Q3: 13,408 shares; 2025Q4: 10,397 shares; 2026Q1: 12,481 shares 12,481 $811K 0.01% +2,084 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,175 shares; 2025Q1: 11,606 shares; 2025Q2: 12,836 shares; 2025Q3: 15,801 shares; 2025Q4: 13,524 shares; 2026Q1: 12,918 shares 12,918 $811K 0.01% -606 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297,790 shares; 2025Q3: 314,083 shares; 2025Q4: 323,620 shares; 2026Q1: 21,329 shares 21,329 $810K 0.01% -302,291 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,221 shares; 2026Q1: 31,980 shares 31,980 $809K 0.01% +21,759 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,314 shares; 2025Q1: 1,906 shares; 2025Q2: 2,116 shares; 2025Q3: 2,308 shares; 2025Q4: 2,862 shares; 2026Q1: 3,031 shares 3,031 $806K 0.01% +169 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,504 shares; 2025Q1: 3,093 shares; 2025Q2: 3,127 shares; 2025Q3: 3,465 shares; 2025Q4: 3,955 shares; 2026Q1: 4,288 shares 4,288 $800K 0.01% +333 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,707 shares; 2025Q1: 11,533 shares; 2025Q2: 9,546 shares; 2025Q3: 10,478 shares; 2025Q4: 9,666 shares; 2026Q1: 10,613 shares 10,613 $797K 0.01% +947 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,189 shares; 2025Q4: 18,189 shares; 2026Q1: 18,189 shares 18,189 $792K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,545 shares; 2025Q1: 5,730 shares; 2025Q2: 6,111 shares; 2025Q3: 6,744 shares; 2025Q4: 11,205 shares; 2026Q1: 11,816 shares 11,816 $786K 0.01% +611 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,624 shares; 2025Q2: 2,974 shares; 2025Q3: 3,468 shares; 2025Q4: 3,482 shares; 2026Q1: 3,791 shares 3,791 $782K 0.01% +309 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,019 shares; 2025Q2: 3,702 shares; 2025Q3: 3,556 shares; 2025Q4: 3,570 shares; 2026Q1: 8,341 shares 8,341 $782K 0.01% +4,771 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 536 shares; 2025Q1: 828 shares; 2025Q2: 653 shares; 2025Q3: 982 shares; 2025Q4: 1,070 shares; 2026Q1: 1,012 shares 1,012 $782K 0.01% -58 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,657 shares; 2025Q1: 18,159 shares; 2025Q2: 20,919 shares; 2025Q3: 18,735 shares; 2025Q4: 14,187 shares; 2026Q1: 16,641 shares 16,641 $781K 0.01% +2,454 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,426 shares; 2025Q2: 3,601 shares; 2025Q3: 4,391 shares; 2025Q4: 4,011 shares; 2026Q1: 4,738 shares 4,738 $778K 0.01% +727 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,397 shares; 2025Q1: 6,170 shares; 2025Q2: 9,400 shares; 2025Q3: 10,356 shares; 2025Q4: 11,992 shares; 2026Q1: 11,199 shares 11,199 $776K 0.01% -793 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,743 shares; 2025Q1: 12,041 shares; 2025Q2: 11,747 shares; 2025Q3: 12,186 shares; 2025Q4: 12,363 shares; 2026Q1: 12,046 shares 12,046 $773K 0.01% -317 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,252 shares; 2025Q1: 6,810 shares; 2025Q2: 3,737 shares; 2025Q3: 5,589 shares; 2025Q4: 7,271 shares; 2026Q1: 8,210 shares 8,210 $766K 0.01% +939 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,913 shares; 2025Q1: 24,321 shares; 2025Q2: 23,449 shares; 2025Q3: 23,425 shares; 2025Q4: 23,636 shares; 2026Q1: 26,228 shares 26,228 $764K 0.01% +2,592 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,761 shares; 2025Q1: 5,168 shares; 2025Q2: 13,469 shares; 2025Q3: 14,978 shares; 2025Q4: 14,112 shares; 2026Q1: 16,144 shares 16,144 $749K 0.01% +2,032 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,758 shares; 2025Q1: 3,553 shares; 2025Q2: 3,018 shares; 2025Q3: 3,155 shares; 2025Q4: 3,365 shares; 2026Q1: 3,635 shares 3,635 $749K 0.01% +270 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,112 shares; 2025Q1: 7,601 shares; 2025Q2: 6,668 shares; 2025Q3: 7,078 shares; 2025Q4: 4,497 shares; 2026Q1: 5,176 shares 5,176 $748K 0.01% +679 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,410 shares; 2025Q2: 24,044 shares; 2025Q3: 24,449 shares; 2025Q4: 28,870 shares; 2026Q1: 34,468 shares 34,468 $747K 0.01% +5,598 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,250 shares; 2025Q1: 7,011 shares; 2025Q2: 7,231 shares; 2025Q3: 7,683 shares; 2025Q4: 7,098 shares; 2026Q1: 6,777 shares 6,777 $743K 0.01% -321 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,029 shares; 2025Q1: 3,993 shares; 2025Q2: 5,019 shares; 2025Q3: 5,920 shares; 2025Q4: 5,805 shares; 2026Q1: 6,413 shares 6,413 $742K 0.01% +608 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,511 shares; 2025Q3: 2,636 shares; 2025Q4: 2,793 shares; 2026Q1: 2,962 shares 2,962 $742K 0.01% +169 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,670 shares; 2025Q1: 993 shares; 2025Q2: 1,304 shares; 2025Q3: 1,591 shares; 2025Q4: 2,046 shares; 2026Q1: 1,859 shares 1,859 $740K 0.01% -187 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,161 shares 1,161 $738K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,399 shares; 2025Q1: 15,273 shares; 2025Q2: 12,703 shares; 2025Q3: 13,604 shares; 2025Q4: 13,029 shares; 2026Q1: 15,638 shares 15,638 $735K 0.01% +2,609 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,236 shares; 2025Q1: 2,388 shares; 2025Q2: 3,188 shares; 2025Q3: 2,947 shares; 2025Q4: 2,957 shares; 2026Q1: 2,831 shares 2,831 $729K 0.01% -126 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,666 shares; 2025Q1: 1,908 shares; 2025Q2: 2,046 shares; 2025Q3: 2,286 shares; 2025Q4: 2,340 shares; 2026Q1: 2,301 shares 2,301 $723K 0.01% -39 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,174 shares; 2025Q1: 4,176 shares; 2025Q2: 3,816 shares; 2025Q3: 2,792 shares; 2025Q4: 2,824 shares; 2026Q1: 2,704 shares 2,704 $721K 0.01% -120 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,588 shares; 2025Q1: 2,864 shares; 2025Q2: 3,244 shares; 2025Q3: 4,809 shares; 2025Q4: 4,706 shares; 2026Q1: 5,199 shares 5,199 $713K 0.01% +493 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 523 shares; 2025Q1: 698 shares; 2025Q2: 718 shares; 2025Q3: 527 shares; 2025Q4: 628 shares; 2026Q1: 2,013 shares 2,013 $712K 0.01% +1,385 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,390 shares; 2025Q1: 16,956 shares; 2025Q2: 13,868 shares; 2025Q3: 12,350 shares; 2025Q4: 11,024 shares; 2026Q1: 10,359 shares 10,359 $707K 0.01% -665 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,200 shares 8,200 $706K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,619 shares; 2025Q1: 5,671 shares; 2025Q2: 8,143 shares; 2025Q3: 7,823 shares; 2025Q4: 7,318 shares; 2026Q1: 7,635 shares 7,635 $706K 0.01% +317 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,774 shares 31,774 $700K 0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 469 shares; 2025Q1: 532 shares; 2025Q2: 768 shares; 2025Q3: 874 shares; 2025Q4: 992 shares; 2026Q1: 960 shares 960 $700K 0.01% -32 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,021 shares; 2025Q1: 4,122 shares; 2025Q2: 6,128 shares; 2025Q3: 6,772 shares; 2025Q4: 7,001 shares; 2026Q1: 7,199 shares 7,199 $700K 0.01% +198 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,874 shares; 2025Q1: 19,543 shares; 2025Q2: 19,388 shares; 2025Q3: 20,955 shares; 2025Q4: 21,888 shares; 2026Q1: 19,632 shares 19,632 $699K 0.01% -2,256 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,423 shares; 2025Q3: 5,655 shares; 2025Q4: 6,566 shares; 2026Q1: 7,480 shares 7,480 $698K 0.01% +914 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,463 shares; 2025Q1: 1,705 shares; 2025Q2: 1,504 shares; 2025Q3: 1,936 shares; 2025Q4: 1,784 shares; 2026Q1: 2,142 shares 2,142 $691K 0.01% +358 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,113 shares; 2025Q4: 3,467 shares; 2026Q1: 3,504 shares 3,504 $691K 0.01% +37 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,468 shares; 2025Q1: 10,246 shares; 2025Q2: 11,545 shares; 2025Q3: 13,765 shares; 2025Q4: 16,678 shares; 2026Q1: 15,170 shares 15,170 $690K 0.01% -1,508 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,289 shares; 2025Q2: 2,982 shares; 2025Q3: 3,551 shares; 2025Q4: 3,731 shares; 2026Q1: 4,049 shares 4,049 $685K 0.01% +318 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,560 shares; 2025Q1: 2,611 shares; 2025Q2: 2,931 shares; 2025Q3: 3,377 shares; 2025Q4: 3,449 shares; 2026Q1: 3,275 shares 3,275 $685K 0.01% -174 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 203 shares; 2025Q1: 405 shares; 2025Q2: 444 shares; 2025Q3: 546 shares; 2025Q4: 501 shares; 2026Q1: 394 shares 394 $682K 0.01% -107 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 151 shares; 2025Q1: 201 shares; 2025Q2: 215 shares; 2025Q3: 237 shares; 2025Q4: 219 shares; 2026Q1: 201 shares 201 $679K 0.01% -18 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,647 shares; 2025Q3: 15,389 shares; 2025Q4: 20,469 shares; 2026Q1: 21,449 shares 21,449 $677K 0.01% +980 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,087 shares; 2025Q1: 2,643 shares; 2025Q2: 2,658 shares; 2025Q3: 2,632 shares; 2025Q4: 2,713 shares; 2026Q1: 3,145 shares 3,145 $674K 0.01% +432 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,203 shares; 2025Q1: 9,165 shares; 2025Q2: 13,378 shares; 2025Q3: 10,824 shares; 2025Q4: 9,610 shares; 2026Q1: 11,674 shares 11,674 $673K 0.01% +2,064 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,854 shares; 2025Q3: 3,342 shares; 2025Q4: 3,950 shares; 2026Q1: 5,279 shares 5,279 $668K 0.01% +1,329 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,314 shares; 2025Q1: 3,529 shares; 2025Q2: 3,026 shares; 2025Q3: 3,053 shares; 2025Q4: 4,804 shares; 2026Q1: 4,545 shares 4,545 $666K 0.01% -259 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,906 shares; 2025Q1: 26,472 shares; 2025Q2: 30,204 shares; 2025Q3: 25,212 shares; 2025Q4: 21,996 shares; 2026Q1: 20,691 shares 20,691 $662K 0.01% -1,305 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,068 shares; 2025Q1: 7,122 shares; 2025Q2: 6,096 shares; 2025Q3: 4,718 shares; 2025Q4: 6,592 shares; 2026Q1: 7,299 shares 7,299 $660K 0.01% +707 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,748 shares; 2025Q1: 7,834 shares; 2025Q2: 7,907 shares; 2025Q3: 7,987 shares; 2025Q4: 8,064 shares; 2026Q1: 8,134 shares 8,134 $658K 0.01% +70 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,204 shares; 2025Q1: 30,454 shares; 2025Q2: 41,663 shares; 2025Q3: 41,367 shares; 2025Q4: 44,428 shares; 2026Q1: 31,766 shares 31,766 $658K 0.01% -12,662 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,103 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,206 shares; 2025Q4: 5,285 shares; 2026Q1: 11,812 shares 11,812 $656K 0.01% +6,527 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,859 shares; 2025Q1: 35,600 shares; 2025Q2: 22,548 shares; 2025Q3: 23,174 shares; 2025Q4: 23,352 shares; 2026Q1: 22,070 shares 22,070 $651K 0.01% -1,282 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,162 shares; 2025Q1: 12,162 shares; 2025Q2: 12,162 shares; 2025Q3: 12,162 shares; 2025Q4: 12,163 shares; 2026Q1: 12,163 shares 12,163 $649K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,463 shares; 2025Q1: 3,393 shares; 2025Q2: 4,138 shares; 2025Q3: 4,651 shares; 2025Q4: 4,895 shares; 2026Q1: 4,725 shares 4,725 $640K 0.01% -170 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,208 shares; 2025Q3: 1,723 shares; 2025Q4: 2,415 shares; 2026Q1: 2,767 shares 2,767 $639K 0.01% +352 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,533 shares; 2025Q1: 5,242 shares; 2025Q2: 8,534 shares; 2025Q3: 8,379 shares; 2025Q4: 8,362 shares; 2026Q1: 7,959 shares 7,959 $632K 0.01% -403 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,105 shares; 2025Q1: 37,022 shares; 2025Q2: 37,249 shares; 2025Q3: 37,146 shares; 2025Q4: 33,243 shares; 2026Q1: 33,681 shares 33,681 $630K 0.01% +438 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,258 shares; 2025Q1: 2,464 shares; 2025Q2: not reported; 2025Q3: 1,510 shares; 2025Q4: 1,945 shares; 2026Q1: 2,094 shares 2,094 $621K 0.01% +149 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 374 shares; 2025Q2: 500 shares; 2025Q3: 512 shares; 2025Q4: 507 shares; 2026Q1: 566 shares 566 $619K 0.01% +59 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,474 shares; 2025Q2: 13,294 shares; 2025Q3: 12,866 shares; 2025Q4: 12,647 shares; 2026Q1: 12,616 shares 12,616 $618K 0.01% -31 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 466 shares; 2025Q2: 519 shares; 2025Q3: 541 shares; 2025Q4: 952 shares; 2026Q1: 845 shares 845 $615K 0.01% -107 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,361 shares 5,361 $611K 0.01% new Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,295 shares 7,295 $611K 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,946 shares; 2025Q1: 2,066 shares; 2025Q2: 2,613 shares; 2025Q3: 2,519 shares; 2025Q4: 2,335 shares; 2026Q1: 3,389 shares 3,389 $611K 0.01% +1,054 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,519 shares; 2025Q2: 3,238 shares; 2025Q3: 3,581 shares; 2025Q4: 4,007 shares; 2026Q1: 4,509 shares 4,509 $610K 0.01% +502 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,014 shares; 2025Q1: 1,132 shares; 2025Q2: 1,301 shares; 2025Q3: 1,235 shares; 2025Q4: 1,296 shares; 2026Q1: 1,369 shares 1,369 $608K 0.01% +73 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,899 shares; 2025Q1: 3,445 shares; 2025Q2: 3,387 shares; 2025Q3: 3,366 shares; 2025Q4: 3,903 shares; 2026Q1: 3,318 shares 3,318 $605K 0.01% -585 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,507 shares; 2025Q3: 38,398 shares; 2025Q4: 32,575 shares; 2026Q1: 38,628 shares 38,628 $605K 0.01% +6,053 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,193 shares; 2025Q2: 3,497 shares; 2025Q3: 4,740 shares; 2025Q4: 5,992 shares; 2026Q1: 5,668 shares 5,668 $596K 0.01% -324 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,762 shares; 2025Q1: 19,393 shares; 2025Q2: 21,922 shares; 2025Q3: 21,401 shares; 2025Q4: 19,410 shares; 2026Q1: 5,591 shares 5,591 $595K 0.01% -13,819 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,084 shares; 2025Q2: 7,429 shares; 2025Q3: 6,794 shares; 2025Q4: 7,130 shares; 2026Q1: 7,012 shares 7,012 $593K 0.01% -118 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 948 shares; 2026Q1: 1,528 shares 1,528 $593K 0.01% +580 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,885 shares; 2025Q1: 6,039 shares; 2025Q2: 5,456 shares; 2025Q3: 5,902 shares; 2025Q4: 6,911 shares; 2026Q1: 6,048 shares 6,048 $591K 0.01% -863 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,924 shares; 2025Q1: 16,954 shares; 2025Q2: 12,390 shares; 2025Q3: 12,705 shares; 2025Q4: 15,893 shares; 2026Q1: 15,040 shares 15,040 $588K 0.01% -853 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,741 shares; 2025Q1: 20,731 shares; 2025Q2: 25,123 shares; 2025Q3: 26,257 shares; 2025Q4: 28,458 shares; 2026Q1: 29,685 shares 29,685 $586K 0.01% +1,227 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,976 shares; 2025Q1: 4,254 shares; 2025Q2: 3,363 shares; 2025Q3: 3,342 shares; 2025Q4: 3,428 shares; 2026Q1: 3,241 shares 3,241 $583K 0.01% -187 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,278 shares; 2025Q1: 4,533 shares; 2025Q2: 3,498 shares; 2025Q3: 3,480 shares; 2025Q4: 3,597 shares; 2026Q1: 6,020 shares 6,020 $582K 0.01% +2,423 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,500 shares; 2025Q1: 2,595 shares; 2025Q2: 2,787 shares; 2025Q3: 2,710 shares; 2025Q4: 2,578 shares; 2026Q1: 2,785 shares 2,785 $581K 0.01% +207 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,376 shares; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: 2,296 shares; 2025Q4: 2,438 shares; 2026Q1: 2,478 shares 2,478 $578K 0.01% +40 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,591 shares; 2026Q1: 23,744 shares 23,744 $576K 0.01% +153 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,229 shares; 2026Q1: 11,357 shares 11,357 $576K 0.01% +128 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,750 shares; 2025Q3: 6,854 shares; 2025Q4: 8,661 shares; 2026Q1: 10,844 shares 10,844 $570K 0.01% +2,183 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: not reported; 2025Q4: 1,695 shares; 2026Q1: 2,915 shares 2,915 $570K 0.01% +1,220 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,680 shares; 2026Q1: 9,937 shares 9,937 $566K 0.01% -743 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,334 shares; 2025Q1: 10,707 shares; 2025Q2: 10,627 shares; 2025Q3: 10,853 shares; 2025Q4: 9,421 shares; 2026Q1: 10,022 shares 10,022 $564K 0.01% +601 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,163 shares; 2025Q4: 7,228 shares; 2026Q1: 7,824 shares 7,824 $560K 0.01% +596 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,938 shares; 2025Q4: 8,176 shares; 2026Q1: 12,061 shares 12,061 $557K 0.01% +3,885 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,140 shares; 2025Q1: 10,562 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,550 shares; 2026Q1: 14,285 shares 14,285 $557K 0.01% +4,735 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,459 shares; 2025Q1: 3,396 shares; 2025Q2: 4,043 shares; 2025Q3: 4,019 shares; 2025Q4: 3,262 shares; 2026Q1: 3,282 shares 3,282 $555K 0.01% +20 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,418 shares; 2025Q2: 10,241 shares; 2025Q3: 10,314 shares; 2025Q4: 11,030 shares; 2026Q1: 10,028 shares 10,028 $553K 0.01% -1,002 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,332 shares; 2025Q1: 5,840 shares; 2025Q2: 7,631 shares; 2025Q3: 8,008 shares; 2025Q4: 7,667 shares; 2026Q1: 7,774 shares 7,774 $550K 0.01% +107 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,973 shares; 2025Q4: 5,013 shares; 2026Q1: 5,604 shares 5,604 $546K 0.01% +591 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 610 shares; 2025Q1: 629 shares; 2025Q2: 884 shares; 2025Q3: 918 shares; 2025Q4: 907 shares; 2026Q1: 927 shares 927 $546K 0.01% +20 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,962 shares; 2025Q1: 33,525 shares; 2025Q2: 14,938 shares; 2025Q3: 14,569 shares; 2025Q4: 14,247 shares; 2026Q1: 11,961 shares 11,961 $542K 0.01% -2,286 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,090 shares; 2025Q1: not reported; 2025Q2: 11,493 shares; 2025Q3: 11,804 shares; 2025Q4: 11,573 shares; 2026Q1: 11,100 shares 11,100 $541K 0.01% -473 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,432 shares; 2025Q1: 5,375 shares; 2025Q2: 5,346 shares; 2025Q3: 5,422 shares; 2025Q4: 5,367 shares; 2026Q1: 5,370 shares 5,370 $540K 0.01% +3 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,692 shares; 2025Q2: 14,209 shares; 2025Q3: 14,189 shares; 2025Q4: 11,954 shares; 2026Q1: 13,489 shares 13,489 $536K 0.01% +1,535 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,646 shares; 2025Q1: 3,132 shares; 2025Q2: 2,283 shares; 2025Q3: 2,126 shares; 2025Q4: 1,837 shares; 2026Q1: 2,126 shares 2,126 $533K 0.01% +289 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,166 shares; 2025Q1: 1,431 shares; 2025Q2: 1,761 shares; 2025Q3: 1,799 shares; 2025Q4: 2,025 shares; 2026Q1: 2,457 shares 2,457 $532K 0.01% +432 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,380 shares; 2025Q1: 10,552 shares; 2025Q2: 11,017 shares; 2025Q3: 10,437 shares; 2025Q4: 10,308 shares; 2026Q1: 8,455 shares 8,455 $531K 0.01% -1,853 Timeline IVVB BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,380 shares 16,380 $525K 0.01% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,480 shares; 2025Q2: 11,161 shares; 2025Q3: 15,089 shares; 2025Q4: 16,564 shares; 2026Q1: 19,985 shares 19,985 $525K 0.01% +3,421 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,208 shares; 2025Q1: 25,441 shares; 2025Q2: 26,524 shares; 2025Q3: 23,443 shares; 2025Q4: 25,584 shares; 2026Q1: 24,731 shares 24,731 $523K 0.01% -853 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,558 shares; 2025Q1: 17,594 shares; 2025Q2: 20,017 shares; 2025Q3: 17,315 shares; 2025Q4: 18,014 shares; 2026Q1: 20,068 shares 20,068 $523K 0.01% +2,054 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,068 shares; 2025Q1: 2,516 shares; 2025Q2: 4,361 shares; 2025Q3: 4,872 shares; 2025Q4: 4,998 shares; 2026Q1: 4,691 shares 4,691 $523K 0.01% -307 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,009 shares; 2025Q1: 971 shares; 2025Q2: 1,472 shares; 2025Q3: 1,636 shares; 2025Q4: 1,972 shares; 2026Q1: 1,909 shares 1,909 $520K 0.01% -63 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,259 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,593 shares; 2026Q1: 3,644 shares 3,644 $518K 0.01% +2,051 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 545 shares; 2025Q2: 756 shares; 2025Q3: 880 shares; 2025Q4: 1,009 shares; 2026Q1: 916 shares 916 $515K 0.01% -93 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,547 shares; 2025Q1: 5,948 shares; 2025Q2: 6,647 shares; 2025Q3: 7,224 shares; 2025Q4: 7,385 shares; 2026Q1: 11,054 shares 11,054 $514K 0.01% +3,669 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,194 shares; 2025Q1: 3,744 shares; 2025Q2: 3,705 shares; 2025Q3: 3,439 shares; 2025Q4: 3,067 shares; 2026Q1: 2,987 shares 2,987 $511K 0.01% -80 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,050 shares; 2025Q4: 17,722 shares; 2026Q1: 16,003 shares 16,003 $509K 0.01% -1,719 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,853 shares; 2025Q1: 7,093 shares; 2025Q2: 8,249 shares; 2025Q3: 7,596 shares; 2025Q4: 6,189 shares; 2026Q1: 6,250 shares 6,250 $508K 0.01% +61 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,096 shares; 2025Q4: 7,376 shares; 2026Q1: 8,444 shares 8,444 $506K 0.01% +1,068 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,568 shares; 2025Q3: 1,847 shares; 2025Q4: 1,884 shares; 2026Q1: 2,313 shares 2,313 $502K 0.01% +429 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,619 shares 6,619 $501K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,148 shares; 2025Q1: 5,352 shares; 2025Q2: 6,598 shares; 2025Q3: 7,611 shares; 2025Q4: 6,978 shares; 2026Q1: 7,011 shares 7,011 $500K 0.01% +33 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,385 shares; 2025Q3: 4,621 shares; 2025Q4: 4,857 shares; 2026Q1: 5,419 shares 5,419 $500K 0.01% +562 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,531 shares; 2025Q1: 1,550 shares; 2025Q2: 1,957 shares; 2025Q3: 2,026 shares; 2025Q4: 2,269 shares; 2026Q1: 2,203 shares 2,203 $494K 0.01% -66 Timeline